Signal Advisors Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Signal Advisors Wealth, LLC
- $1.26 Trillion
- Q4 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 35,847 shares of SCHZ stock, worth $838,819. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,847
Previous 50,521
29.05%
Holding current value
$838,819
Previous $1.19 Billion
29.35%
% of portfolio
0.07%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
175MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio