SeaCrest Wealth Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 88.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 74,050 shares of the company’s stock after acquiring an additional 34,854 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,681,000 at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after purchasing an additional 216 shares during the last quarter. Great Waters Wealth Management raised its position in Schwab U.S. Aggregate Bond ETF by 1.4% in the 3rd quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock valued at $1,171,000 after buying an additional 329 shares during the last quarter. Western Financial Corp CA lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after acquiring an additional 454 shares in the last quarter. Twele Capital Management Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock worth $1,244,000 after acquiring an additional 459 shares during the last quarter. Finally, RDA Financial Network grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after acquiring an additional 475 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ opened at $22.48 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company’s 50-day moving average is $22.90 and its 200 day moving average is $23.21.
About Schwab U.S. Aggregate Bond ETF
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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