Acorn Wealth Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 100.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 11,448 shares of the company’s stock after purchasing an additional 5,724 shares during the quarter. Acorn Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $260,000 as of its most recent SEC filing.
A number of other large investors have also bought and sold shares of SCHZ. Wrapmanager Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $4,712,000. Tenret Co LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.1% in the fourth quarter. Tenret Co LLC now owns 789,769 shares of the company’s stock valued at $17,928,000 after purchasing an additional 400,925 shares in the last quarter. Rothschild Investment LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 101.2% during the fourth quarter. Rothschild Investment LLC now owns 3,717 shares of the company’s stock worth $84,000 after buying an additional 1,870 shares during the period. Northwest Capital Management Inc grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.5% during the fourth quarter. Northwest Capital Management Inc now owns 106,479 shares of the company’s stock worth $2,417,000 after buying an additional 7,383 shares in the last quarter. Finally, IFP Advisors Inc raised its position in Schwab U.S. Aggregate Bond ETF by 148.4% in the 4th quarter. IFP Advisors Inc now owns 331,754 shares of the company’s stock valued at $7,531,000 after buying an additional 198,190 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA SCHZ opened at $23.15 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The stock’s 50 day moving average price is $22.75 and its two-hundred day moving average price is $23.16.
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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