Avion Wealth Has $1.51 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Avion Wealth grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 135.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 66,329 shares of the company’s stock after purchasing an additional 38,176 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 0.4% of Avion Wealth’s holdings, making the stock its 29th largest holding. Avion Wealth’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,505,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Western Financial Corp CA lifted its holdings in shares of 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 purchasing an additional 454 shares in the last quarter. RDA Financial Network lifted its stake in 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. Mirae Asset Global Investments Co. Ltd. lifted its stake in 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 worth $423,000 after acquiring an additional 480 shares in the last quarter. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $26,000. Finally, Westside Investment Management Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after acquiring an additional 558 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %

SCHZ stock opened at $22.78 on Wednesday. The company has a 50 day moving average of $22.81 and a two-hundred day moving average of $23.19. 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 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.