Asset Allocation Strategies LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Asset Allocation Strategies LLC

  • $452 Billion
  • Q2 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 20,630 shares of SCHI stock, worth $477,584. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,630
Previous 21,184 2.62%
Holding current value
$477,584
Previous $476 Million 1.31%
% of portfolio
0.1%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
$21.85 - $22.76 $12,104 - $12,609
-554 Reduced 2.62%
20,630 $470 Million
Q1 2025

May 15, 2025
BUY
$21.77 - $22.56 $17,742 - $18,386
815 Added 4.0%
21,184 $476 Million
Q4 2024

May 15, 2025
BUY
$22.02 - $46.16 $310,283 - $650,440
14,091 Added 224.45%
20,369 $449 Million
Q3 2024

Nov 18, 2024
BUY
$43.73 - $46.29 $274,536 - $290,608
6,278 New
6,278 $290 Million

Others Institutions Holding SCHI

# of Institutions
246
Shares Held
50.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
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