Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Congress Wealth Management LLC DE

Congress Wealth Management LLC DE raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 647,411 shares of the company’s stock after buying an additional 326,701 shares during the quarter. Congress Wealth Management LLC DE owned approximately 0.39% of Schwab U.S. Aggregate Bond ETF worth $14,696,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Meridian Wealth Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.2% during the 4th quarter. Meridian Wealth Partners LLC now owns 29,622 shares of the company’s stock valued at $672,000 after buying an additional 14,824 shares during the period. Hill Island Financial LLC grew its position in Schwab U.S. Aggregate Bond ETF by 103.9% during the fourth quarter. Hill Island Financial LLC now owns 64,784 shares of the company’s stock valued at $1,471,000 after acquiring an additional 33,010 shares during the period. LPL Financial LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 156.7% during the fourth quarter. LPL Financial LLC now owns 550,826 shares of the company’s stock worth $12,504,000 after acquiring an additional 336,270 shares during the last quarter. Optimum Investment Advisors increased its stake in Schwab U.S. Aggregate Bond ETF by 101.7% during the fourth quarter. Optimum Investment Advisors now owns 9,803 shares of the company’s stock worth $223,000 after acquiring an additional 4,943 shares during the last quarter. Finally, TD Private Client Wealth LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $630,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.5 %

Shares of NYSEARCA:SCHZ opened at $23.04 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The stock has a 50-day simple moving average of $22.93 and a 200-day simple moving average of $23.09.

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.