Sig Fig Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sig Fig Wealth Management, LLC
- $3.24 Billion
- Q4 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 469,825 shares of SCHZ stock, worth $11 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
469,825
Previous 426,419
10.18%
Holding current value
$11 Million
Previous $10 Million
9.84%
% of portfolio
0.34%
Previous 0.32%
Shares
34 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