Asset Allocation Strategies LLC Schwab Strategic Tr Intl Small Transaction History

Asset Allocation Strategies LLC

  • $402 Billion
  • Q1 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 58,164 shares of SCHC stock, worth $2.51 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
58,164
Previous 53,885 7.94%
Holding current value
$2.51 Million
Previous $1.94 Billion 7.58%
% of portfolio
0.52%
Previous 0.47%

Shares

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

May 15, 2025
BUY
$33.57 - $37.22 $143,646 - $159,264
4,279 Added 7.94%
58,164 $2.09 Billion
Q4 2024

May 15, 2025
BUY
$33.93 - $38.37 $961,915 - $1.09 Million
28,350 Added 111.02%
53,885 $1.94 Billion
Q3 2024

Nov 18, 2024
BUY
$34.48 - $38.87 $880,446 - $992,545
25,535 New
25,535 $984 Million

Others Institutions Holding SCHC

# of Institutions
477
Shares Held
45M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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