Asset Allocation & Management Company, LLC Schwab Strategic Tr Us Broad M Transaction History

Asset Allocation & Management Company, LLC

  • $183 Million
  • Q4 2024

A detailed history of Asset Allocation & Management Company, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Asset Allocation & Management Company, LLC holds 42,030 shares of SCHB stock, worth $974,255. This represents 0.52% of its overall portfolio holdings.

Number of Shares
42,030
Previous 6,760 521.75%
Holding current value
$974,255
Previous $450,000 112.0%
% of portfolio
0.52%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.01 - $66.82 $776,292 - $2.36 Million
35,270 Added 521.75%
42,030 $954,000
Q1 2024

Apr 11, 2024
BUY
$54.61 - $61.05 $369,163 - $412,698
6,760 New
6,760 $413,000

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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