Asset Allocation Strategies LLC Schwab Us Aggregate Bond ETF Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 128,546 shares of SCHZ stock, worth $2.94 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
128,546
Previous 35,616
260.92%
Holding current value
$2.94 Million
Previous $1.62 Billion
276.28%
% of portfolio
1.74%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
632Shares Held
106MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.9 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.6 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.7 Million5.37% of portfolio