Asset Allocation Strategies LLC Schwab Intermediate Term Us Tr Transaction History

Asset Allocation Strategies LLC

  • $505 Billion
  • Q3 2025

A detailed history of Asset Allocation Strategies LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 12,750 shares of SCHR stock, worth $320,152. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,750
Previous 10,929 16.66%
Holding current value
$320,152
Previous $274 Million 17.13%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$24.69 - $25.26 $44,960 - $45,998
1,821 Added 16.66%
12,750 $320 Million
Q2 2025

Aug 15, 2025
SELL
$24.54 - $25.07 $16,319 - $16,671
-665 Reduced 5.74%
10,929 $274 Million
Q1 2025

May 15, 2025
BUY
$24.05 - $24.86 $10,774 - $11,137
448 Added 4.02%
11,594 $288 Million
Q4 2024

May 15, 2025
BUY
$24.19 - $50.58 $269,621 - $563,764
11,146 New
11,146 $270 Million

Others Institutions Holding SCHR

# of Institutions
517
Shares Held
385M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
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More about SCHR
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