B.O.S.S. Retirement Advisors, LLC SCHX Holdings History
B.O.S.S. Retirement Advisors, LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, B.O.S.S. Retirement Advisors, LLC held - shares of Schwab U.S. Large-Cap ETF(SCHX), totaling N/A. This investment constitutes 0% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 0% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2022Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 4 purchases of SCHX, at an average price of $34.48, for a total of 174,082.00 shares. In addition, there have been 4 sales at an average price of $39.47 for 174,082.00 shares. Based on historical transaction data and SCHX's current price of $24.86, B.O.S.S. Retirement Advisors, LLC's estimated gain on his SCHX holdings is $868,167.90, reflecting a 14.46% gain to date.
B.O.S.S. Retirement Advisors, LLC SCHX ($24.86) Holding Chart
B.O.S.S. Retirement Advisors, LLC SCHX ($24.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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