Schwab U.S. Aggregate Bond ETF $SCHZ Holdings Lifted by Modern Wealth Management LLC

Modern Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,219,890 shares of the company’s stock after acquiring an additional 40,655 shares during the period. Modern Wealth Management LLC owned approximately 0.28% of Schwab U.S. Aggregate Bond ETF worth $28,253,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHZ. Retirement Guys Formula LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.2% during the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after purchasing an additional 432 shares in the last quarter. M1 Capital Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the 4th quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock worth $2,404,000 after purchasing an additional 459 shares in the last quarter. CoreCap Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 11.2% in the 4th quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock worth $110,000 after purchasing an additional 473 shares in the last quarter. Note Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 3.2% during the fourth quarter. Note Advisors LLC now owns 15,122 shares of the company’s stock valued at $354,000 after purchasing an additional 475 shares during the last quarter. Finally, Parallel Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.4% during the fourth quarter. Parallel Advisors LLC now owns 20,470 shares of the company’s stock valued at $478,000 after purchasing an additional 479 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.76 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.73 and a 1-year high of $23.73. The company has a 50 day moving average price of $23.02 and a 200 day moving average price of $23.23.

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.