Asset Allocation Strategies LLC Schwab Intermediate Term Us Tr Transaction History

Asset Allocation Strategies LLC

  • $402 Billion
  • Q1 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 11,594 shares of SCHR stock, worth $289,734. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,594
Previous 11,146 4.02%
Holding current value
$289,734
Previous $270 Million 6.77%
% of portfolio
0.07%
Previous 0.06%

Shares

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

May 15, 2025
BUY
$24.05 - $24.86 $10,774 - $11,137
448 Added 4.02%
11,594 $288 Million
Q4 2024

May 15, 2025
BUY
$24.19 - $50.58 $269,621 - $563,764
11,146 New
11,146 $270 Million

Others Institutions Holding SCHR

# of Institutions
489
Shares Held
364M
Call Options Held
900
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
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