Signal Advisors Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Signal Advisors Wealth, LLC
- $1.28 Trillion
- Q2 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 87,238 shares of SCHZ stock, worth $2.02 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
87,238
Previous 46,797
86.42%
Holding current value
$2.02 Million
Previous $1.08 Billion
87.06%
% of portfolio
0.16%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio