Bos Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Bos Asset Management, LLC
- $313 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,012Shares Held
892MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.08 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$908 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$796 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$785 Million0.06% of portfolio