Signal Advisors Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Signal Advisors Wealth, LLC
- $884 Billion
- Q4 2024
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 53,830 shares of SCHZ stock, worth $1.23 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
53,830
Previous 36,339
48.13%
Holding current value
$1.23 Million
Previous $1.73 Billion
29.24%
% of portfolio
0.14%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio