Sig Fig Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sig Fig Wealth Management, LLC
- $3.16 Billion
- Q3 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 426,419 shares of SCHZ stock, worth $10 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
426,419
Previous 441,479
3.41%
Holding current value
$10 Million
Previous $10.2 Million
2.07%
% of portfolio
0.32%
Previous 0.34%
Shares
33 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio