Signal Advisors Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Signal Advisors Wealth, LLC
- $1.02 Trillion
- Q1 2025
A detailed history of Signal Advisors Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Signal Advisors Wealth, LLC holds 46,797 shares of SCHZ stock, worth $1.08 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
46,797
Previous 53,830
13.07%
Holding current value
$1.08 Million
Previous $1.22 Billion
11.3%
% of portfolio
0.11%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 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 CO5.41MShares$125 Million10.66% of portfolio