Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 94,283 shares of the company’s stock after acquiring an additional 47,444 shares during the quarter. Avidian Wealth Enterprises LLC owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,140,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of SCHZ. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the last quarter. McAdam LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares during the last quarter. Hengehold Capital Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after buying an additional 1,089,385 shares during the period. Finally, BlueSky Wealth Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after buying an additional 1,045,592 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.78 on Wednesday. The stock’s 50 day moving average price is $22.81 and its 200 day moving average price is $23.19. 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 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.