Signature Estate & Investment Advisors LLC Increases Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Signature Estate & Investment Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 404,983 shares of the company’s stock after purchasing an additional 34,271 shares during the period. Signature Estate & Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,464,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Plan A Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.0% in the fourth quarter. Plan A Wealth LLC now owns 33,113 shares of the company’s stock valued at $774,000 after purchasing an additional 637 shares during the last quarter. Global Retirement Partners LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 5.2% during the fourth quarter. Global Retirement Partners LLC now owns 147,394 shares of the company’s stock valued at $3,445,000 after acquiring an additional 7,295 shares during the last quarter. Prevail Innovative Wealth Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 33.3% during the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 20,253 shares of the company’s stock valued at $473,000 after acquiring an additional 5,057 shares during the last quarter. Fischer Financial Services Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% during the fourth quarter. Fischer Financial Services Inc. now owns 200,267 shares of the company’s stock valued at $4,680,000 after acquiring an additional 9,037 shares during the last quarter. Finally, IFP Advisors Inc increased its position in shares of Schwab U.S. Aggregate Bond ETF by 7.7% during the fourth quarter. IFP Advisors Inc now owns 453,917 shares of the company’s stock valued at $10,608,000 after acquiring an additional 32,305 shares during the last quarter.

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

Shares of SCHZ opened at $22.99 on Friday. The stock has a 50 day moving average of $23.18 and a 200 day moving average of $23.36. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.64 and a 12 month high of $23.73.

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.