Hidden Cove Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 174,094 shares of the company’s stock, valued at approximately $3,952,000. Schwab U.S. Aggregate Bond ETF comprises 3.2% of Hidden Cove Wealth Management LLC’s investment portfolio, making the stock its 8th biggest holding. Hidden Cove Wealth Management LLC owned about 0.10% of Schwab U.S. Aggregate Bond ETF as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently added to or reduced their stakes in SCHZ. Evolution Advisers Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Evolution Advisers Inc. now owns 7,636 shares of the company’s stock worth $173,000 after acquiring an additional 3,818 shares during the period. Retirement Guys Formula LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.7% during the fourth quarter. Retirement Guys Formula LLC now owns 19,839 shares of the company’s stock worth $450,000 after purchasing an additional 9,651 shares during the period. Avion Wealth grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 135.6% during the fourth quarter. Avion Wealth now owns 66,329 shares of the company’s stock worth $1,505,000 after purchasing an additional 38,176 shares during the period. Avidian Wealth Enterprises LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 101.3% in the fourth quarter. Avidian Wealth Enterprises LLC now owns 94,283 shares of the company’s stock valued at $2,140,000 after purchasing an additional 47,444 shares during the last quarter. Finally, Alaska Wealth Advisors lifted its stake in Schwab U.S. Aggregate Bond ETF by 111.6% in the fourth quarter. Alaska Wealth Advisors now owns 62,012 shares of the company’s stock valued at $1,408,000 after buying an additional 32,709 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ opened at $22.68 on Thursday. The stock’s 50-day moving average price is $22.80 and its two-hundred day moving average price is $23.18. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.
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.
Further Reading
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Bank Stocks – Best Bank Stocks to Invest In
- 3 Reasons Micron Stock Is Deeply Undervalued Right Now
- Natural Gas Prices Continue To Rally, These Stocks Should Benefit
- Inflation Persists, But So Do Stock Opportunities: Rally On
- How to Calculate Retirement Income: MarketBeat’s Calculator
- Energy Transfer Fuels the Cloud: A Natural Gas Power Play
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
