Eley Financial Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Eley Financial Management, Inc
- $278 Billion
- Q3 2025
A detailed history of Eley Financial Management, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Eley Financial Management, Inc holds 66,473 shares of SCHZ stock, worth $1.56 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
66,473
Previous 72,109
7.82%
Holding current value
$1.56 Million
Previous $1.68 Billion
6.9%
% of portfolio
0.56%
Previous 0.64%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio