Ethos Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Ethos Financial Group, LLC

  • $665 Million
  • Q4 2024

A detailed history of Ethos Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ethos Financial Group, LLC holds 31,509 shares of SCHZ stock, worth $722,501. This represents 0.11% of its overall portfolio holdings.

Number of Shares
31,509
Previous 197,749 84.07%
Holding current value
$722,501
Previous $9.4 Million 92.39%
% of portfolio
0.11%
Previous 1.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$22.63 - $47.53 $3.76 Million - $7.9 Million
-166,240 Reduced 84.07%
31,509 $715,000
Q3 2024

Nov 07, 2024
BUY
$45.2 - $47.87 $384,154 - $406,847
8,499 Added 4.49%
197,749 $9.4 Million
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $398,545 - $410,414
8,924 Added 4.95%
189,250 $8.63 Million
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $602,807 - $619,124
13,266 Added 7.94%
180,326 $8.3 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $7.2 Million - $7.82 Million
167,060 New
167,060 $7.79 Million

Others Institutions Holding SCHZ

# of Institutions
691
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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