Bos Asset Management, LLC Schwab Strategic Tr Us Large C Transaction History

Bos Asset Management, LLC

  • $279 Billion
  • Q4 2024

A detailed history of Bos Asset Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bos Asset Management, LLC holds 13,332 shares of SCHX stock, worth $298,770. This represents 0.11% of its overall portfolio holdings.

Number of Shares
13,332
Previous 4,444 200.0%
Holding current value
$298,770
Previous $302 Million 2.49%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.4 - $68.28 $199,091 - $606,872
8,888 Added 200.0%
13,332 $309 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $21,719 - $23,968
-370 Reduced 7.69%
4,444 $286 Million
Q1 2024

May 07, 2024
SELL
$55.41 - $62.08 $667,801 - $748,188
-12,052 Reduced 71.46%
4,814 $299 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $817,495 - $954,615
16,866 New
16,866 $951 Million

Others Institutions Holding SCHX

# of Institutions
1,476
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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