Burt Wealth Advisors Increases Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Burt Wealth Advisors grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 81.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,578 shares of the company’s stock after buying an additional 19,139 shares during the quarter. Burt Wealth Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $967,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of SCHZ. TSA Wealth Managment LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 90.3% in the fourth quarter. TSA Wealth Managment LLC now owns 1,159,479 shares of the company’s stock worth $26,320,000 after purchasing an additional 550,324 shares during the period. Steward Partners Investment Advisory LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 3,362 shares of the company’s stock valued at $76,000 after buying an additional 1,681 shares during the period. Kelly Financial Group LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $202,000. Shared Vision Wealth Group LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 117.9% during the 4th quarter. Shared Vision Wealth Group LLC now owns 56,828 shares of the company’s stock valued at $1,290,000 after acquiring an additional 30,749 shares during the period. Finally, Alesco Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 86.4% during the 4th quarter. Alesco Advisors LLC now owns 42,021 shares of the company’s stock valued at $954,000 after buying an additional 19,472 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %

NYSEARCA SCHZ opened at $23.24 on Tuesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The business has a 50-day moving average price of $22.79 and a 200-day moving average price of $23.15.

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.