178,094 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by Bestgate Wealth Advisors LLC

Bestgate Wealth Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 178,094 shares of the company’s stock, valued at approximately $4,043,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 8.1% of Bestgate Wealth Advisors LLC’s holdings, making the stock its 3rd largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHZ. Archer Investment Corp grew its holdings 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 valued at $25,000 after buying an additional 553 shares during the last quarter. Westside Investment Management Inc. increased 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 valued at $25,000 after acquiring an additional 558 shares during the last quarter. Thompson Investment Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th 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 purchased a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $32,000. Finally, Modus Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $33,000.

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

NYSEARCA SCHZ opened at $23.09 on Wednesday. The firm’s 50-day simple moving average is $22.88 and its two-hundred day simple moving average is $23.11. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week 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.