Asset Allocation Strategies LLC SCHX Holdings History
Asset Allocation Strategies LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 669,424.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.78 Mil. This investment constitutes 3.68% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q2. And since then Asset Allocation Strategies LLC has made 4 purchases of SCHX, at an average price of $23.73, for a total of 669,424.00 shares. Based on historical transaction data and SCHX's current price of $24.57, Asset Allocation Strategies LLC's estimated gain on his SCHX holdings is $559,648.47, reflecting a 3.52% gain to date.
Asset Allocation Strategies LLC SCHX ($24.57) Holding Chart
Asset Allocation Strategies LLC SCHX ($24.57) 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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