Ethos Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Ethos Financial Group, LLC

$1.01 Billion
Q2 2025

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 25,678 shares of SCHZ stock, worth $594,702. This represents 0.06% of its overall portfolio holdings.

Number of Shares

25,678

Previous 32,833 21.79%

Holding current value

$594,702

Previous $760,000 21.58%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$22.68 - $23.28 $162,275 - $166,568	-7,155 Reduced 21.79%	25,678 $596,000
Q1 2025 May 13, 2025	BUY	$22.46 - $23.26 $29,737 - $30,796	1,324 Added 4.2%	32,833 $760,000
Q4 2024 Feb 06, 2025	SELL	$22.63 - $47.53 $3.76 Million - $7.9 Million	-166,240 Reduced 84.07%	31,509 $715,000
Q3 2024 Nov 07, 2024	BUY	$45.2 - $47.87 $384,154 - $406,847	8,499 Added 4.49%	197,749 $9.4 Million
Q2 2024 Aug 12, 2024	BUY	$44.66 - $45.99 $398,545 - $410,414	8,924 Added 4.95%	189,250 $8.63 Million
Q1 2024 May 08, 2024	BUY	$45.44 - $46.67 $602,807 - $619,124	13,266 Added 7.94%	180,326 $8.3 Million
Q4 2023 Feb 07, 2024	BUY	$43.09 - $46.83 $7.2 Million - $7.82 Million	167,060 New	167,060 $7.79 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

169M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Ethos Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History