HB Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 1,976.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 148,694 shares of the company’s stock after purchasing an additional 141,534 shares during the quarter. HB Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds also recently made changes to their positions in the company. Archer Investment Corp bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $26,000. Sound Income Strategies LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $35,000. Godsey & Gibb Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $36,000. Bristlecone Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $56,000. Finally, Modus Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ opened at $22.72 on Monday. The stock’s 50-day moving average is $22.88 and its 200 day moving average is $23.21. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15.
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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