Asset Allocation Strategies LLC Schwab Strategic Tr Us Large C Transaction History

Asset Allocation Strategies LLC

$452 Billion
Q2 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 749,449 shares of SCHX stock, worth $19.8 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

749,449

Previous 669,424 11.95%

Holding current value

$19.8 Million

Previous $14.8 Billion 23.92%

% of portfolio

4.05%

Previous 3.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$19.6 - $24.44 $1.57 Million - $1.96 Million	80,025 Added 11.95%	749,449 $18.3 Billion
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $1.19 Million - $1.33 Million	54,766 Added 8.91%	669,424 $14.8 Billion
Q4 2024 May 15, 2025	BUY	$22.4 - $68.28 $11.5 Million - $34.9 Million	511,761 Added 497.35%	614,658 $14.7 Billion
Q3 2024 Nov 18, 2024	BUY	$61.11 - $67.85 $5.15 Million - $5.71 Million	84,200 Added 450.34%	102,897 $6.98 Billion
Q2 2024 Jul 31, 2024	BUY	$58.7 - $64.78 $1.1 Million - $1.21 Million	18,697 New	18,697 $1.2 Billion

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Asset Allocation Strategies LLC Schwab Strategic Tr Us Large C Transaction History