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 $766,148. This represents 0.44% of its overall portfolio holdings.
Number of Shares
29,916
Previous 5,055
491.81%
Holding current value
$766,148
Previous $240 Million
542.37%
% of portfolio
0.44%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,242Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.19 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$649 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$352 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$269 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$162 Million0.05% of portfolio