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 102,897 shares of SCHX stock, worth $2.42 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
102,897
Previous 18,697 450.34%
Holding current value
$2.42 Million
Previous $1.2 Billion 481.2%
% of portfolio
1.99%
Previous 0.4%

Shares

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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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