AHL Investment Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 66.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,327 shares of the company’s stock after buying an additional 3,315 shares during the quarter. AHL Investment Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $380,000 as of its most recent SEC filing.
Several other institutional investors also recently added to or reduced their stakes in the stock. TSA Wealth Managment LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $18,751,000. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 17.6% in the fourth quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock valued at $45,611,000 after acquiring an additional 146,243 shares during the period. Blue Barn Wealth LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the fourth quarter. Blue Barn Wealth LLC now owns 55,375 shares of the company’s stock valued at $2,582,000 after acquiring an additional 1,773 shares during the period. SageView Advisory Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 47.8% in the fourth quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after acquiring an additional 53,349 shares during the period. Finally, Envestnet Portfolio Solutions Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 28.3% in the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 77,670 shares of the company’s stock valued at $3,621,000 after acquiring an additional 17,122 shares during the period.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock traded up $0.09 during trading hours on Monday, reaching $46.82. The stock had a trading volume of 369,895 shares, compared to its average volume of 716,225. The stock’s fifty day simple moving average is $45.98 and its 200 day simple moving average is $45.69. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.05 and a 12 month high of $47.33.
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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