Number of Shares
556,517.00
Current Holdings Value*
$11.01 Mil
% of Portfolio
2.74%
Total Estimate Gain
$944,217.35
% of Total Estimate Gain
8.32%

Asset Allocation Strategies LLC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Asset Allocation Strategies LLC held 556,517.00 shares of Schwab International Equity ETF(SCHF), totaling $11.01 Mil. This investment constitutes 2.74% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.03% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2024Q2. And since then Asset Allocation Strategies LLC has made 4 purchases of SCHF, at an average price of $20.38, for a total of 556,517.00 shares. Based on historical transaction data and SCHF's current price of $22.08, Asset Allocation Strategies LLC's estimated gain on his SCHF holdings is $944,217.35, reflecting a 8.32% gain to date.

Asset Allocation Strategies LLC SCHF ($22.08) Holding Chart

Asset Allocation Strategies LLC SCHF ($22.08) 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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