Bolthouse Investments, LLC Schwab Strategic Tr Long Term Transaction History

Bolthouse Investments, LLC

$112 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$31.33 - $35.13 $455,569 - $510,825	14,541 New	14,541 $457 Million

Others Institutions Holding SCHQ

# of Institutions

117

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

3.02M
Shares

$97 Million
0.03% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.28M
Shares

$41.3 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

914K
Shares

$29.4 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

830K
Shares

$26.7 Million
0.08% of portfolio
Morgan Stanley New York, NY

614K
Shares

$19.7 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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