Asset Allocation Strategies LLC Schwab Strategic Tr Us Small C Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 29,916 shares of SCHA stock, worth $772,730. This represents 0.44% of its overall portfolio holdings.
Number of Shares
29,916
Previous 5,055
491.81%
Holding current value
$772,730
Previous $240 Million
542.37%
% of portfolio
0.44%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,146Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$318 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$189 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.3 Million0.34% of portfolio