Congress Wealth Management LLC DE grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 541.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 299,722 shares of the company’s stock after buying an additional 252,991 shares during the period. Congress Wealth Management LLC DE’s holdings in Schwab U.S. Aggregate Bond ETF were worth $13,973,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors have also modified their holdings of the company. Beaird Harris Wealth Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at $25,000. Financial Management Professionals Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 275.1% in the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after acquiring an additional 575 shares in the last quarter. Principal Securities Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $57,000. Sound Income Strategies LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $59,000. Finally, National Bank of Canada FI grew its stake in Schwab U.S. Aggregate Bond ETF by 76.7% during the 4th quarter. National Bank of Canada FI now owns 1,325 shares of the company’s stock valued at $61,000 after acquiring an additional 575 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ traded up $0.07 during mid-day trading on Friday, reaching $45.36. The company had a trading volume of 239,409 shares, compared to its average volume of 807,419. The stock has a fifty day moving average of $45.29 and a two-hundred day moving average of $45.62. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.00.
About Schwab U.S. Aggregate Bond ETF
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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