Elios Financial Group Inc. Schwab Us Aggregate Bond ETF Transaction History
Elios Financial Group Inc.
- $203 Billion
- Q1 2025
A detailed history of Elios Financial Group Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Elios Financial Group Inc. holds 88,177 shares of SCHZ stock, worth $2.04 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
88,177
Previous 88,827
0.73%
Holding current value
$2.04 Million
Previous $2.02 Billion
1.28%
% of portfolio
1.01%
Previous 0.95%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio