Atria Wealth Solutions Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 157.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 358,933 shares of the company’s stock after acquiring an additional 219,567 shares during the period. Atria Wealth Solutions Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $8,148,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of the business. Empower Advisory Group LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 99.7% during the 4th quarter. Empower Advisory Group LLC now owns 39,228 shares of the company’s stock valued at $890,000 after acquiring an additional 19,585 shares in the last quarter. Truist Financial Corp grew its stake in Schwab U.S. Aggregate Bond ETF by 85.0% during the 4th quarter. Truist Financial Corp now owns 20,994 shares of the company’s stock valued at $477,000 after acquiring an additional 9,647 shares in the last quarter. Cutler Investment Counsel LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 180.6% in the 4th quarter. Cutler Investment Counsel LLC now owns 38,880 shares of the company’s stock valued at $883,000 after purchasing an additional 25,024 shares during the last quarter. 5T Wealth LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $3,642,000. Finally, Sanctuary Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Sanctuary Advisors LLC now owns 965,775 shares of the company’s stock valued at $22,097,000 after purchasing an additional 80,416 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %
NYSEARCA:SCHZ opened at $22.81 on Wednesday. The company’s 50-day moving average is $22.77 and its two-hundred day moving average is $23.17. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15.
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.
Further Reading
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- How to Use High Beta Stocks to Maximize Your Investing Profits
- Hims & Hers Earnings Could Be a Game Changer—What to Do Now
- How to Invest in Insurance Companies: A Guide
- DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
- What is the Dogs of the Dow Strategy? Overview and Examples
- Mortgage Market Bottom? Why Rocket Companies Could Be a Buy
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
