Asset Allocation Strategies LLC Schwab Strategic Tr Us Dividen Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 307,837 shares of SCHD stock, worth $7.83 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
307,837
Previous 351,669
12.46%
Holding current value
$7.83 Million
Previous $27.3 Billion
4.84%
% of portfolio
7.41%
Previous 9.19%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio