Asset Allocation Strategies LLC Schwab Fundamental Intl Small Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 2025
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 30,140 shares of FNDC stock, worth $1.34 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
30,140
Previous 27,452
9.79%
Holding current value
$1.34 Million
Previous $1.15 Billion
16.21%
% of portfolio
0.27%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding FNDC
# of Institutions
288Shares Held
41.3MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA29MShares$1.29 Billion0.22% of portfolio
-
Cornerstone Planning Group LLC Fairfield, NJ1.61MShares$71.5 Million6.82% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO581KShares$25.9 Million1.1% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK579KShares$25.8 Million0.87% of portfolio
-
Victory Capital Management Inc502KShares$22.4 Million0.01% of portfolio