Robertson Stephens Wealth Management LLC Has $6.57 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Posted by Latisha Jones on Feb 6th, 2025

Robertson Stephens Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 69.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 289,550 shares of the company’s stock after buying an additional 118,460 shares during the quarter. Robertson Stephens Wealth Management LLC owned approximately 0.17% of Schwab U.S. Aggregate Bond ETF worth $6,573,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHZ. Westside Investment Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the last quarter. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. Modus Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $33,000. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $35,000. Finally, Legacy Bridge LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock valued at $35,000 after purchasing an additional 765 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $22.90 on Thursday. The business has a 50 day moving average price of $22.84 and a two-hundred day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.