ProVise Management Group LLC Has $1.74 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ProVise Management Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 79.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 76,807 shares of the company’s stock after buying an additional 33,921 shares during the period. ProVise Management Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,744,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of SCHZ. Westside Investment Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the period. Archer Investment Corp boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after buying an additional 553 shares during the period. Thompson Investment Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the period. Key Financial Inc acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $32,000. Finally, Modus Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $33,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

SCHZ stock opened at $23.09 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The company has a fifty day simple moving average of $22.88 and a 200 day simple moving average of $23.11.

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.