Security Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Security Financial Services, Inc.
- $480 Million
- Q3 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 334,181 shares of SCHZ stock, worth $7.59 Million. This represents 3.31% of its overall portfolio holdings.
Number of Shares
334,181
Previous 162,752
105.33%
Holding current value
$7.59 Million
Previous $7.42 Million
114.07%
% of portfolio
3.31%
Previous 1.64%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio