Eley Financial Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Eley Financial Management, Inc
- $250 Billion
- Q1 2025
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 73,882 shares of SCHZ stock, worth $1.69 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
73,882
Previous 73,525
0.49%
Holding current value
$1.69 Million
Previous $1.67 Billion
2.61%
% of portfolio
0.69%
Previous 0.65%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$280 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$168 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$158 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$155 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio