Sig Fig Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sig Fig Wealth Management, LLC
- $2.97 Billion
- Q2 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 441,479 shares of SCHZ stock, worth $10.2 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
441,479
Previous 442,544
0.24%
Holding current value
$10.2 Million
Previous $10.2 Million
0.16%
% of portfolio
0.34%
Previous 0.37%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio