Asset Allocation Strategies LLC Schwab Intermediate Term Us Tr Transaction History

Asset Allocation Strategies LLC

  • $452 Billion
  • Q2 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 10,929 shares of SCHR stock, worth $275,520. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,929
Previous 11,594 5.74%
Holding current value
$275,520
Previous $288 Million 5.09%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
$24.54 - $25.07 $16,319 - $16,671
-665 Reduced 5.74%
10,929 $274 Million
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
498
Shares Held
371M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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