Asset Allocation Strategies LLC Schwab Strategic Tr Intl Small Transaction History
Asset Allocation Strategies LLC
- $452 Billion
- Q2 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 88,965 shares of SCHC stock, worth $4.1 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
88,965
Previous 58,164
52.96%
Holding current value
$4.1 Million
Previous $2.09 Billion
81.56%
% of portfolio
0.84%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding SCHC
# of Institutions
489Shares Held
76.2MCall Options Held
0Put Options Held
0-
Ci Private Wealth, LLC Miami, FL32.8MShares$1.51 Billion2.05% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.42MShares$158 Million0.38% of portfolio
-
Savant Capital, LLC2.33MShares$107 Million0.65% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$88.6 Million3.13% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$77.3 Million0.21% of portfolio