Eley Financial Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Eley Financial Management, Inc
- $248 Billion
- Q3 2024
A detailed history of Eley Financial Management, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Eley Financial Management, Inc holds 34,639 shares of SCHZ stock, worth $793,925. This represents 0.66% of its overall portfolio holdings.
Number of Shares
34,639
Previous 35,035
1.13%
Holding current value
$793,925
Previous $1.6 Billion
3.08%
% of portfolio
0.66%
Previous 0.68%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio