AAS
Asset Allocation Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
749,449
+80,025
| +12% | +$1.96M | 4.05% | 4 |
|
|
2025
Q1 | $14.8M | Buy |
669,424
+54,766
| +9% | +$1.21M | 3.68% | 5 |
|
|
2024
Q4 | $14.7M | Buy |
614,658
+511,761
| +497% | +$12.2M | 3.54% | 4 |
|
|
2024
Q3 | $6.98M | Buy |
102,897
+84,200
| +450% | +$5.71M | 1.99% | 18 |
|
|
2024
Q2 | $1.2M | Buy |
+18,697
| New | +$1.2M | 0.4% | 43 |
|