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

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

$345 Billion
Q1 2025

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 85,815 shares of SCHX stock, worth $1.87 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

85,815

Previous 45,069 90.41%

Holding current value

$1.87 Million

Previous $1.04 Billion 81.37%

% of portfolio

0.55%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$21.75 - $24.28 $886,225 - $989,312	40,746 Added 90.41%	85,815 $1.89 Billion
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

1,480

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.

Account

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