U.S. Capital Wealth Advisors LLC Has $1.04 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

U.S. Capital Wealth Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 45,631 shares of the company’s stock after purchasing an additional 23,014 shares during the period. U.S. Capital Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,036,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. Squarepoint Ops LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 28.6% in the second quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock valued at $696,000 after purchasing an additional 3,396 shares during the last quarter. Twele Capital Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.8% in the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares during the last quarter. Pioneer Wealth Management Group grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 64.6% in the third quarter. Pioneer Wealth Management Group now owns 546,321 shares of the company’s stock valued at $25,961,000 after buying an additional 214,314 shares in the last quarter. Axiom Advisory LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 98.7% in the third quarter. Axiom Advisory LLC now owns 40,424 shares of the company’s stock valued at $1,895,000 after buying an additional 20,075 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 36.8% in the third quarter. Dynamic Advisor Solutions LLC now owns 11,796 shares of the company’s stock valued at $561,000 after buying an additional 3,173 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.79 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The firm has a fifty day simple moving average of $22.85 and a 200 day simple moving average of $23.19.

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.