Ethos Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 197,749 shares of SCHZ stock, worth $4.53 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
197,749
Previous 189,250 4.49%
Holding current value
$4.53 Million
Previous $8.63 Million 8.94%
% of portfolio
1.78%
Previous 1.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$45.2 - $47.87 $384,154 - $406,847
8,499 Added 4.49%
197,749 $9.4 Million
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $398,545 - $410,414
8,924 Added 4.95%
189,250 $8.63 Million
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $602,807 - $619,124
13,266 Added 7.94%
180,326 $8.3 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $7.2 Million - $7.82 Million
167,060 New
167,060 $7.79 Million

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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