Bos Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Bos Asset Management, LLC
- $279 Billion
- Q4 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 7,715 shares of SCHD stock, worth $214,399. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,715
Previous 2,572
199.96%
Holding current value
$214,399
Previous $217 Million
3.04%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio