Asset Allocation Strategies LLC Schwab Us Aggregate Bond ETF Transaction History

Asset Allocation Strategies LLC

  • $402 Billion
  • Q1 2025

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 677,416 shares of SCHZ stock, worth $15.7 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
677,416
Previous 624,193 8.53%
Holding current value
$15.7 Million
Previous $14.2 Billion 10.82%
% of portfolio
3.9%
Previous 3.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $1.2 Million - $1.24 Million
53,223 Added 8.53%
677,416 $15.7 Billion
Q4 2024

May 15, 2025
BUY
$22.63 - $47.53 $11.2 Million - $23.6 Million
495,647 Added 385.58%
624,193 $14.2 Billion
Q3 2024

Nov 18, 2024
BUY
$45.2 - $47.87 $4.2 Million - $4.45 Million
92,930 Added 260.92%
128,546 $6.11 Billion
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $1.59 Million - $1.64 Million
35,616 New
35,616 $1.62 Billion

Others Institutions Holding SCHZ

# of Institutions
699
Shares Held
172M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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