B.O.S.S. Retirement Advisors, LLC Schwab Strategic Tr Long Term Transaction History

B.O.S.S. Retirement Advisors, LLC

$358 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$32.17 - $35.98 $4.81 Million - $5.38 Million	149,557 New	149,557 $5.23 Billion

Others Institutions Holding SCHQ

# of Institutions

105

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$90.8 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$39.3 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$26.7 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.3 Million
2.36% of portfolio
Wealth Enhancement Advisory Services, LLC

411K
Shares

$13.2 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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