Asset Allocation Strategies LLC Schwab Us Aggregate Bond ETF Transaction History
Asset Allocation Strategies LLC
- $297 Billion
- Q2 2024
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 35,616 shares of SCHZ stock, worth $815,250. This represents 0.55% of its overall portfolio holdings.
Number of Shares
35,616Holding current value
$815,250% of portfolio
0.55%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio