Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Valicenti Advisory Services Inc.


Share on StockTwits

Valicenti Advisory Services Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 81,709 shares of the company’s stock after purchasing an additional 8,810 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 1.3% of Valicenti Advisory Services Inc.’s holdings, making the stock its 28th biggest holding. Valicenti Advisory Services Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,408,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in SCHZ. Charles Schwab Investment Management Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 18.1% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 14,126,865 shares of the company’s stock worth $791,529,000 after buying an additional 2,160,222 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 3,919,645 shares of the company’s stock worth $217,932,000 after purchasing an additional 427,002 shares in the last quarter. Avantax Planning Partners Inc. raised 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 in the last quarter. Resources Investment Advisors LLC. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 146.3% in the fourth quarter. Resources Investment Advisors LLC. now owns 2,666,305 shares of the company’s stock worth $149,393,000 after purchasing an additional 1,583,917 shares during the period. Finally, Financial Engines Advisors L.L.C. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 5.4% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 2,336,781 shares of the company’s stock worth $130,930,000 after purchasing an additional 119,961 shares during the period.

Schwab U.S. Aggregate Bond ETF stock traded down $0.13 during trading hours on Friday, hitting $54.27. 829,981 shares of the company traded hands, compared to its average volume of 965,261. Schwab U.S. Aggregate Bond ETF has a 1-year low of $53.64 and a 1-year high of $56.98. The firm’s 50-day simple moving average is $54.11 and its two-hundred day simple moving average is $55.35.

Recommended Story: Does the Dogs of the Dow strategy work?

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)

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.