Sig Fig Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sig Fig Wealth Management, LLC
- $2.77 Billion
- Q1 2025
A detailed history of Sig Fig Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 442,544 shares of SCHZ stock, worth $10.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
442,544
Previous 427,119
3.61%
Holding current value
$10.2 Million
Previous $9.7 Million
5.58%
% of portfolio
0.37%
Previous 0.35%
Shares
31 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall 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$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 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