Endowment Wealth Management Inc. Has $763,000 Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Endowment Wealth Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,628 shares of the company’s stock after buying an additional 16,321 shares during the period. Endowment Wealth Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $763,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Avantax Planning Partners Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 107.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after acquiring an additional 3,375,950 shares during the period. Inspire Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 101.2% during the fourth quarter. Inspire Advisors LLC now owns 8,878 shares of the company’s stock worth $202,000 after purchasing an additional 4,465 shares during the period. Geometric Wealth Advisors raised its stake in Schwab U.S. Aggregate Bond ETF by 119.1% in the fourth quarter. Geometric Wealth Advisors now owns 20,511 shares of the company’s stock worth $466,000 after buying an additional 11,150 shares in the last quarter. VERITY Wealth Advisors boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.4% during the 4th quarter. VERITY Wealth Advisors now owns 45,874 shares of the company’s stock valued at $1,041,000 after buying an additional 22,982 shares in the last quarter. Finally, Investors Research Corp increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Investors Research Corp now owns 7,094 shares of the company’s stock valued at $161,000 after acquiring an additional 3,547 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $23.15 on Tuesday. The company’s 50 day moving average is $22.84 and its 200 day moving average is $23.13. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month 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.