Eley Financial Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Eley Financial Management, Inc
- $236 Billion
- Q2 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 35,035 shares of SCHZ stock, worth $801,600. This represents 0.68% of its overall portfolio holdings.
Number of Shares
35,035
Previous 33,856
3.48%
Holding current value
$801,600
Previous $1.56 Billion
2.54%
% of portfolio
0.68%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio