Asset Allocation Strategies LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Asset Allocation Strategies LLC

  • $402 Billion
  • Q1 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 21,184 shares of SCHI stock, worth $475,368. This represents 0.12% of its overall portfolio holdings.

Number of Shares
21,184
Previous 20,369 4.0%
Holding current value
$475,368
Previous $449 Million 5.98%
% of portfolio
0.12%
Previous 0.11%

Shares

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

May 15, 2025
BUY
$21.77 - $22.56 $17,742 - $18,386
815 Added 4.0%
21,184 $476 Million
Q4 2024

May 15, 2025
BUY
$22.02 - $46.16 $310,283 - $650,440
14,091 Added 224.45%
20,369 $449 Million
Q3 2024

Nov 18, 2024
BUY
$43.73 - $46.29 $274,536 - $290,608
6,278 New
6,278 $290 Million

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
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