Heritage Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 11,114 shares of the company’s stock, valued at approximately $518,000.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Robertson Stephens Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $6,068,000. Brighton Jones LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $285,000. Kestra Private Wealth Services LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 12.3% during the fourth quarter. Kestra Private Wealth Services LLC now owns 11,500 shares of the company’s stock worth $536,000 after acquiring an additional 1,264 shares during the last quarter. Steele Capital Management Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $601,000. Finally, Vantage Financial Partners LLC grew its position in Schwab U.S. Aggregate Bond ETF by 5.3% in the 4th quarter. Vantage Financial Partners LLC now owns 205,245 shares of the company’s stock valued at $9,569,000 after buying an additional 10,374 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ stock traded up $0.06 during mid-day trading on Thursday, reaching $44.80. 98,745 shares of the stock traded hands, compared to its average volume of 872,336. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.26. The stock’s fifty day moving average is $45.46 and its 200-day moving average is $45.43.
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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