Brady Martz Wealth Solutions LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 425,198 shares of the company’s stock, valued at approximately $9,558,000. Schwab U.S. Aggregate Bond ETF makes up approximately 2.3% of Brady Martz Wealth Solutions LLC’s holdings, making the stock its 9th largest position. Brady Martz Wealth Solutions LLC owned about 0.26% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.
Other hedge funds have also added to or reduced their stakes in the company. Archer Investment Corp bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth about $26,000. Hollencrest Capital Management increased its stake in Schwab U.S. Aggregate Bond ETF by 321.1% during the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock worth $31,000 after purchasing an additional 517 shares in the last quarter. Modus Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Sound Income Strategies LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $35,000. Finally, Godsey & Gibb Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $36,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $22.72 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The firm has a fifty day moving average of $22.88 and a 200-day moving average of $23.20.
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.
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