Signal Advisors Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Signal Advisors Wealth, LLC
- $1.1 Trillion
- Q3 2025
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 50,521 shares of SCHZ stock, worth $1.19 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
50,521
Previous 87,238
42.09%
Holding current value
$1.19 Million
Previous $2.03 Billion
41.52%
% of portfolio
0.11%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall 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.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio