Asset Allocation Strategies LLC Schwab Strategic U.S. Reit ETF Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 85,151 shares of SCHH stock, worth $1.84 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
85,151
Previous 17,667
381.98%
Holding current value
$1.84 Million
Previous $353 Million
459.25%
% of portfolio
0.56%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
556Shares Held
177MCall Options Held
20.1KPut Options Held
81.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA53.8MShares$1.16 Billion2.39% of portfolio
-
Us Bancorp \De\28.4MShares$613 Million0.79% of portfolio
-
Creative Planning Overland Park, KS24.3MShares$524 Million0.5% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$165 Million0.14% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.23MShares$156 Million0.55% of portfolio