Bos Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Bos Asset Management, LLC
- $272 Billion
- Q3 2024
A detailed history of Bos Asset Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bos Asset Management, LLC holds 2,572 shares of SCHD stock, worth $71,810. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,572Holding current value
$71,810% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,789Shares Held
346MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$322 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$309 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio