Asset Allocation & Management Company, LLC SCHB Holdings History
Asset Allocation & Management Company, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Asset Allocation & Management Company, LLC held 169,986.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.66 Mil. This investment constitutes 1.85% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q1. And since then Asset Allocation & Management Company, LLC has made 4 purchases of SCHB, at an average price of $24.06, for a total of 169,986.00 shares. Based on historical transaction data and SCHB's current price of $23.40, Asset Allocation & Management Company, LLC's estimated gain on his SCHB holdings is $-111,384.10, reflecting a -2.72% gain to date.
Asset Allocation & Management Company, LLC SCHB ($23.40) Holding Chart
Asset Allocation & Management Company, LLC SCHB ($23.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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