Asset Allocation Strategies LLC Schwab Strategic Tr Us Large C Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 38,378 shares of SCHG stock, worth $1.05 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
38,378
Previous 6,867
458.88%
Holding current value
$1.05 Million
Previous $693 Million
477.23%
% of portfolio
1.14%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,465Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$42.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.16 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.09 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.07 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.05 Billion1.41% of portfolio