Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Wealthspire Advisors LLC

Wealthspire Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 163.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 105,273 shares of the company’s stock after purchasing an additional 65,291 shares during the period. Wealthspire Advisors LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,390,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of SCHZ. Charles Schwab Trust Co boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after purchasing an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares during the last quarter. McAdam LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after acquiring an additional 1,344,215 shares during the last quarter. Hengehold Capital Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.97 on Monday. The company’s 50 day simple moving average is $22.75 and its 200 day simple moving average is $23.16. 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 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.