Williams Financial LLC Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Williams Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 42,155 shares of the company’s stock, valued at approximately $1,911,000.

Several other large investors have also recently modified their holdings of SCHZ. TSA Wealth Managment LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $18,751,000. SageView Advisory Group LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 47.8% in the fourth quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock worth $7,640,000 after purchasing an additional 53,349 shares during the last quarter. Congress Wealth Management LLC DE lifted its stake in Schwab U.S. Aggregate Bond ETF by 541.4% in the fourth quarter. Congress Wealth Management LLC DE now owns 299,722 shares of the company’s stock worth $13,973,000 after purchasing an additional 252,991 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 20.2% during the fourth quarter. Envestnet Asset Management Inc. now owns 2,351,503 shares of the company’s stock valued at $109,627,000 after buying an additional 395,113 shares during the period. Finally, Goldman Sachs Group Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 34.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock valued at $116,896,000 after buying an additional 640,151 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $47.72 on Friday. The stock has a 50 day moving average price of $46.76 and a 200 day moving average price of $45.92. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.79.

Schwab U.S. Aggregate Bond ETF Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.