Security Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Security Financial Services, Inc.
- $452 Million
- Q2 2024
A detailed history of Security Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 162,752 shares of SCHZ stock, worth $7.72 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
162,752
Previous 153,974
5.7%
Holding current value
$7.72 Million
Previous $7.08 Million
4.74%
% of portfolio
1.64%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio