SNS Financial Group LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 101.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 264,806 shares of the company’s stock after purchasing an additional 133,421 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 0.6% of SNS Financial Group LLC’s portfolio, making the stock its 24th biggest position. SNS Financial Group LLC owned about 0.16% of Schwab U.S. Aggregate Bond ETF worth $6,011,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Charles Schwab Trust Co grew its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the period. McAdam LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares during the last quarter. Hengehold Capital Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after buying an additional 1,089,385 shares during the period. Finally, BlueSky Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ opened at $22.84 on Thursday. The business has a fifty day moving average of $22.76 and a 200 day moving average of $23.17. 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 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.
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