B.O.S.S. Retirement Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

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

$358 Billion
Q4 2024

A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 45,069 shares of SCHX stock, worth $989,715. This represents 0.29% of its overall portfolio holdings.

Number of Shares

45,069

Holding current value

$989,715

% of portfolio

0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $1.01 Million - $3.08 Million	45,069 New	45,069 $1.04 Billion
Q4 2023 Jan 25, 2024	BUY	$48.47 - $56.6 $2.14 Million - $2.5 Million	44,241 New	44,241 $2.5 Billion
Q4 2023 Jan 19, 2024	SELL	$48.47 - $56.6 $2.75 Million - $3.21 Million	-56,672 Closed	0 $2.5 Billion
Q4 2023 Jan 08, 2024	SELL	$48.47 - $56.6 $195,043 - $227,758	-4,024 Reduced 6.63%	56,672 $2.87 Billion
Q3 2023 Oct 17, 2023	SELL	$50.36 - $54.21 $1.39 Million - $1.49 Million	-27,571 Reduced 31.24%	60,696 $3.07 Billion
Q2 2023 Jul 10, 2023	BUY	$47.67 - $52.37 $77,177 - $84,787	1,619 Added 1.87%	88,267 $4.62 Billion
Q1 2023 Apr 17, 2023	BUY	$44.78 - $49.41 $21,449 - $23,667	479 Added 0.56%	86,648 $4.19 Billion
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $3.64 Million - $4.15 Million	86,169 New	86,169 $3.89 Billion

Others Institutions Holding SCHX

# of Institutions

1,478

Shares Held

1.08B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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B.O.S.S. Retirement Advisors, LLC Schwab Strategic Tr Us Large C Transaction History