Ethos Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 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 189,250 shares of SCHZ stock, worth $8.87 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
189,250
Previous 180,326
4.95%
Holding current value
$8.87 Million
Previous $8.3 Million
3.99%
% of portfolio
1.52%
Previous 1.57%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio