ProVise Management Group LLC Boosts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ProVise Management Group LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 109,601 shares of the company’s stock after acquiring an additional 4,888 shares during the quarter. ProVise Management Group LLC owned about 0.07% of Schwab U.S. Aggregate Bond ETF worth $5,110,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. TSA Wealth Managment LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $18,751,000. Mendel Capital Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.8% in the fourth quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after acquiring an additional 1,760 shares during the period. Total Wealth Planning LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 17.6% in the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock worth $45,611,000 after acquiring an additional 146,243 shares during the last quarter. Blue Barn Wealth LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the 4th quarter. Blue Barn Wealth LLC now owns 55,375 shares of the company’s stock worth $2,582,000 after purchasing an additional 1,773 shares during the period. Finally, SageView Advisory Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 47.8% during the 4th quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after purchasing an additional 53,349 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

SCHZ stock traded up $0.07 during trading on Friday, hitting $45.36. The company had a trading volume of 239,409 shares, compared to its average volume of 807,419. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.00. The company has a 50 day simple moving average of $45.29 and a 200-day simple moving average of $45.61.

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.