Asset Allocation Strategies LLC Schwab Strategic Tr Intl Small Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 2025
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 110,618 shares of SCHC stock, worth $4.98 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
110,618
Previous 88,965
24.34%
Holding current value
$4.98 Million
Previous $3.79 Billion
32.86%
% of portfolio
1.0%
Previous 0.84%
Shares
5 transactions
Others Institutions Holding SCHC
# of Institutions
516Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio