Sig Fig Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Sig Fig Wealth Management, LLC

  • $2.73 Billion
  • Q1 2024

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 163,371 shares of SCHZ stock, worth $7.48 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
163,371
Previous 150,855 8.3%
Holding current value
$7.48 Million
Previous $7.03 Million 6.87%
% of portfolio
0.28%
Previous 0.27%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $568,727 - $584,121
12,516 Added 8.3%
163,371 $7.52 Million
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $854,474 - $928,638
19,830 Added 15.13%
150,855 $7.03 Million
Q3 2023

Nov 09, 2023
SELL
$44.14 - $46.33 $41,933 - $44,013
-950 Reduced 0.72%
131,025 $5.8 Million
Q2 2023

Jul 27, 2023
SELL
$45.86 - $47.33 $36,917 - $38,100
-805 Reduced 0.61%
131,975 $6.09 Million
Q1 2023

May 03, 2023
SELL
$45.33 - $47.44 $162,508 - $170,072
-3,585 Reduced 2.63%
132,780 $6.23 Million
Q4 2022

Feb 03, 2023
BUY
$44.31 - $47.03 $340,300 - $361,190
7,680 Added 5.97%
136,365 $6.23 Million
Q3 2022

Nov 10, 2022
BUY
N/A
3,065 Added 2.44%
128,685 $5.39 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-15,163 Reduced 10.77%
125,620 $5.78 Million
Q1 2022

May 10, 2022
BUY
N/A
26,891 Added 23.61%
140,783 $6.47 Million
Q4 2021

Feb 14, 2022
BUY
N/A
1,859 Added 1.66%
113,892 $6.08 Million
Q3 2021

Oct 13, 2021
BUY
N/A
3,820 Added 3.53%
112,033 $6.08 Million
Q2 2021

Aug 10, 2021
BUY
N/A
10,604 Added 10.86%
108,213 $5.91 Million
Q1 2021

May 12, 2021
BUY
N/A
11,243 Added 13.02%
97,609 $5.27 Million
Q4 2020

Feb 08, 2021
BUY
N/A
14,804 Added 20.69%
86,366 $4.84 Million
Q3 2020

Nov 13, 2020
BUY
N/A
8,933 Added 14.26%
71,562 $4.02 Million
Q2 2020

Aug 04, 2020
SELL
N/A
-1,113 Reduced 1.75%
62,629 $3.52 Million
Q1 2020

May 05, 2020
SELL
N/A
-10,753 Reduced 14.43%
63,742 $3.46 Million
Q4 2019

Jan 28, 2020
BUY
N/A
529 Added 0.72%
74,495 $3.98 Million
Q3 2019

Nov 12, 2019
BUY
N/A
5,428 Added 7.92%
73,966 $3.98 Million
Q2 2019

Aug 05, 2019
BUY
N/A
1,999 Added 3.0%
68,538 $3.63 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,313 Reduced 3.36%
66,539 $3.45 Million
Q4 2018

Jan 30, 2019
SELL
N/A
-2,890 Reduced 4.03%
68,852 $3.48 Million
Q3 2018

Oct 10, 2018
SELL
N/A
-1,752 Reduced 2.38%
71,742 $3.61 Million
Q2 2018

Jul 16, 2018
SELL
N/A
-22,960 Reduced 23.8%
73,494 $3.72 Million
Q1 2018

Apr 26, 2018
BUY
N/A
68,687 Added 247.37%
96,454 $4.92 Million
Q4 2017

Jan 23, 2018
BUY
N/A
4,624 Added 19.98%
27,767 $1.44 Million
Q3 2017

Oct 25, 2017
BUY
N/A
23,143
23,143 $1.21 Million

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Sig Fig Wealth Management, LLC Portfolio

Follow Sig Fig Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sig Fig Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sig Fig Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email