Eley Financial Management, Inc Schwab Us Aggregate Bond ETF Transaction History
Eley Financial Management, Inc
- $257 Billion
- Q4 2024
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 73,525 shares of SCHZ stock, worth $1.7 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
73,525
Previous 34,639
112.26%
Holding current value
$1.7 Million
Previous $1.65 Billion
1.4%
% of portfolio
0.65%
Previous 0.66%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio