WealthShield Partners LLC Has $6.83 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

WealthShield Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 39.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 300,686 shares of the company’s stock after purchasing an additional 84,503 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 1.0% of WealthShield Partners LLC’s investment portfolio, making the stock its 28th largest holding. WealthShield Partners LLC owned 0.18% of Schwab U.S. Aggregate Bond ETF worth $6,826,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of SCHZ. Westside Investment Management Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the period. Archer Investment Corp raised its position in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after purchasing an additional 553 shares during the period. Thompson Investment Management Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after purchasing an additional 1,141 shares during the period. Key Financial Inc acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $32,000. Finally, Modus Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.97 on Monday. The stock has a fifty day simple moving average of $22.75 and a 200 day simple moving average of $23.16. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.