Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 201.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 160,546 shares of the company’s stock after acquiring an additional 107,320 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,648,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Great Waters Wealth Management increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the third quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after purchasing an additional 329 shares in the last quarter. Western Financial Corp CA lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.1% in the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after buying an additional 454 shares during the last quarter. Twele Capital Management Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.8% in the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after buying an additional 459 shares during the last quarter. RDA Financial Network grew its position in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after acquiring an additional 475 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after acquiring an additional 480 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.86 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The firm has a fifty day moving average price of $22.86 and a 200 day moving average price of $23.20.

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.