Ethos Financial Group, LLC Schwab Target 2025 Transaction History

Ethos Financial Group, LLC

  • $1.2 Billion
  • Q4 2025
Number of Shares
15,162
Previous 13,631 11.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
N/A
1,531 Added 11.23%
15,162 $0
Q3 2025

Oct 23, 2025
BUY
N/A
147 Added 1.09%
13,631 $0
Q2 2025

Aug 06, 2025
SELL
N/A
-576 Reduced 4.1%
13,484 $0
Q4 2024

Feb 06, 2025
BUY
N/A
498 Added 3.67%
14,060 $0
Q3 2024

Nov 07, 2024
BUY
N/A
213 Added 1.6%
13,562 $0
Q2 2024

Aug 12, 2024
BUY
N/A
235 Added 1.79%
13,349 $198,000
Q1 2024

May 08, 2024
BUY
N/A
4 Added 0.03%
13,114 $193,000
Q4 2023

Feb 07, 2024
BUY
N/A
13,110 New
13,110 $186,000
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