Wealthspire Advisors LLC Increases Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wealthspire Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 141.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 88,902 shares of the company’s stock after buying an additional 52,045 shares during the quarter. Wealthspire Advisors LLC owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $4,145,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Raymond James & Associates grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. Raymond James & Associates now owns 308,869 shares of the company’s stock valued at $13,661,000 after buying an additional 33,481 shares in the last quarter. FORVIS Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $281,000. NBT Bank N A NY grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.8% in the third quarter. NBT Bank N A NY now owns 39,320 shares of the company’s stock valued at $1,739,000 after buying an additional 2,500 shares in the last quarter. Midwest Heritage Bank FSB grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 151.8% in the third quarter. Midwest Heritage Bank FSB now owns 11,063 shares of the company’s stock valued at $489,000 after buying an additional 6,669 shares in the last quarter. Finally, MorganRosel Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.4% in the third quarter. MorganRosel Wealth Management LLC now owns 353,144 shares of the company’s stock valued at $15,620,000 after buying an additional 8,303 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA SCHZ traded down $0.05 during trading on Wednesday, reaching $45.20. The stock had a trading volume of 434,931 shares, compared to its average volume of 860,495. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.15. The business’s 50-day moving average price is $45.41 and its 200-day moving average price is $45.49.

Schwab U.S. Aggregate Bond ETF Company 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.