Wealth Enhancement Advisory Services LLC cut its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 0.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,725,521 shares of the company’s stock after selling 6,727 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $39,169,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. ORG Partners LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 51.7% during the fourth quarter. ORG Partners LLC now owns 17,319 shares of the company’s stock valued at $393,000 after purchasing an additional 5,906 shares during the last quarter. Marotta Asset Management lifted its stake in Schwab U.S. Aggregate Bond ETF by 98.4% during the fourth quarter. Marotta Asset Management now owns 286,485 shares of the company’s stock valued at $6,506,000 after purchasing an additional 142,119 shares during the last quarter. Shearwater Capital LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Shearwater Capital LLC now owns 41,789 shares of the company’s stock valued at $949,000 after purchasing an additional 20,893 shares during the last quarter. Range Financial Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $1,686,000. Finally, Ridgeline Wealth LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $809,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.49 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The company’s 50 day simple moving average is $22.92 and its 200-day simple moving average is $23.21.
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.
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