Bos Asset Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Bos Asset Management, LLC
- $272 Billion
- Q3 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 2,572 shares of SCHD stock, worth $70,884. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,572Holding current value
$70,884% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
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Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio