Avidian Wealth Solutions LLC lessened its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 26.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,520 shares of the company’s stock after selling 20,872 shares during the period. Avidian Wealth Solutions LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,682,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. Beaird Harris Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $25,000. Financial Management Professionals Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 275.1% in the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after purchasing an additional 575 shares during the period. Sound Income Strategies LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $59,000. Level Financial Advisors Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $63,000. Finally, Fortitude Family Office LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $67,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.5 %
Shares of SCHZ stock traded up $0.22 on Friday, hitting $45.15. 501,857 shares of the stock were exchanged, compared to its average volume of 872,639. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.26. The business has a 50-day moving average of $45.44 and a 200 day moving average of $45.44.
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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