HHM Wealth Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 101.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,715 shares of the company’s stock after purchasing an additional 37,056 shares during the period. HHM Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,673,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. Western Financial Corp CA lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after buying an additional 454 shares during the period. Twele Capital Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 1.8% in the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock worth $1,244,000 after purchasing an additional 459 shares in the last quarter. RDA Financial Network grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after purchasing an additional 475 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after purchasing an additional 480 shares in the last quarter. Finally, Archer Investment Corp acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $26,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.83 on Monday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The firm’s fifty day moving average is $22.85 and its 200 day moving average is $23.19.
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.
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