Sightline Wealth Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 84.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 108,159 shares of the company’s stock after purchasing an additional 49,591 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.3% of Sightline Wealth Advisors LLC’s investment portfolio, making the stock its 19th largest position. Sightline Wealth Advisors LLC owned approximately 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,455,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently modified their holdings of SCHZ. Archer Investment Corp acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $26,000. Hollencrest Capital Management lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 321.1% in the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock valued at $31,000 after purchasing an additional 517 shares during the last quarter. Sound Income Strategies LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $35,000. Godsey & Gibb Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $36,000. Finally, Bristlecone Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $56,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %
SCHZ traded down $0.03 on Monday, hitting $22.46. 3,175,166 shares of the company traded hands, compared to its average volume of 1,522,738. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The company has a 50 day moving average of $22.92 and a 200-day moving average of $23.21.
Schwab U.S. Aggregate Bond ETF 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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