Bos Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History
Bos Asset Management, LLC
- $313 Billion
- Q2 2025
A detailed history of Bos Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bos Asset Management, LLC holds 7,024 shares of SCHG stock, worth $228,420. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,024Holding current value
$228,420% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,604Shares Held
816MCall Options Held
606KPut Options Held
163K-
Envestnet Asset Management Inc55.2MShares$1.8 Billion0.5% of portfolio
-
Sei Investments CO Oaks, PA45.7MShares$1.49 Billion1.61% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.38 Billion13.29% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.24 Billion2.23% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA32.8MShares$1.07 Billion0.17% of portfolio