Asset Allocation Strategies LLC Schwab Us Aggregate Bond ETF Transaction History

Asset Allocation Strategies LLC

  • $452 Billion
  • Q2 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 759,597 shares of SCHZ stock, worth $17.9 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares
759,597
Previous 677,416 12.13%
Holding current value
$17.9 Million
Previous $15.7 Billion 12.52%
% of portfolio
3.9%
Previous 3.9%

Shares

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

Aug 15, 2025
BUY
$22.68 - $23.28 $1.86 Million - $1.91 Million
82,181 Added 12.13%
759,597 $17.7 Billion
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $1.2 Million - $1.24 Million
53,223 Added 8.53%
677,416 $15.7 Billion
Q4 2024

May 15, 2025
BUY
$22.63 - $47.53 $11.2 Million - $23.6 Million
495,647 Added 385.58%
624,193 $14.2 Billion
Q3 2024

Nov 18, 2024
BUY
$45.2 - $47.87 $4.2 Million - $4.45 Million
92,930 Added 260.92%
128,546 $6.11 Billion
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $1.59 Million - $1.64 Million
35,616 New
35,616 $1.62 Billion

Others Institutions Holding SCHZ

# of Institutions
714
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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