SeaCrest Wealth Management LLC Has $2.73 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)


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SeaCrest Wealth Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 28.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 48,708 shares of the company’s stock after buying an additional 10,750 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,729,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. Charles Schwab Investment Management Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 11.0% during the third quarter. Charles Schwab Investment Management Inc. now owns 11,966,643 shares of the company’s stock worth $671,090,000 after buying an additional 1,188,540 shares during the last quarter. Avantax Planning Partners Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 3,184,372 shares of the company’s stock valued at $178,420,000 after purchasing an additional 141,511 shares during the last quarter. Honkamp Krueger Financial Services Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the third quarter. Honkamp Krueger Financial Services Inc. now owns 3,042,861 shares of the company’s stock valued at $170,644,000 after purchasing an additional 85,012 shares during the last quarter. Resources Investment Advisors LLC. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 146.3% during the fourth quarter. Resources Investment Advisors LLC. now owns 2,666,305 shares of the company’s stock valued at $149,393,000 after purchasing an additional 1,583,917 shares during the last quarter. Finally, Hengehold Capital Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.6% during the fourth quarter. Hengehold Capital Management LLC now owns 1,473,202 shares of the company’s stock valued at $82,543,000 after purchasing an additional 23,600 shares during the last quarter.

Shares of SCHZ traded down $0.05 during mid-day trading on Tuesday, hitting $54.70. 1,706 shares of the company traded hands, compared to its average volume of 998,306. Schwab U.S. Aggregate Bond ETF has a one year low of $50.10 and a one year high of $56.98. The business has a 50-day moving average of $55.48 and a 200 day moving average of $55.92.

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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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