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

Asset Allocation Strategies LLC

$402 Billion
Q1 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 669,424 shares of SCHX stock, worth $15.6 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

669,424

Previous 614,658 8.91%

Holding current value

$15.6 Million

Previous $14.7 Billion 0.49%

% of portfolio

3.68%

Previous 3.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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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