Wealth Alliance lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 73.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,829 shares of the company’s stock after buying an additional 6,724 shares during the period. Wealth Alliance’s holdings in Schwab U.S. Aggregate Bond ETF were worth $359,000 at the end of the most recent quarter.
Other hedge funds have also recently modified their holdings of the company. Private Advisor Group LLC grew its position in Schwab U.S. Aggregate Bond ETF by 37.7% during the 3rd quarter. Private Advisor Group LLC now owns 32,164 shares of the company’s stock worth $1,528,000 after purchasing an additional 8,809 shares during the last quarter. FFG Retirement Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 13.9% during the 3rd quarter. FFG Retirement Advisors LLC now owns 285,755 shares of the company’s stock worth $13,579,000 after purchasing an additional 34,809 shares during the last quarter. Merkkuri Wealth Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 48.5% during the 3rd quarter. Merkkuri Wealth Advisors LLC now owns 12,159 shares of the company’s stock worth $578,000 after purchasing an additional 3,972 shares during the last quarter. Lake Street Advisors Group LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $208,000. Finally, Capital Management Associates Inc purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $2,247,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.97 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The company has a fifty day moving average of $22.75 and a 200-day moving average of $23.16.
Schwab U.S. Aggregate Bond ETF Company 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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