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

Avidian Wealth Enterprises LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 94,283 shares of the company’s stock after buying an additional 47,444 shares during the quarter. Avidian Wealth Enterprises LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,140,000 at the end of the most recent reporting period.

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

Schwab U.S. Aggregate Bond ETF Stock Down 0.2 %

SCHZ stock opened at $22.78 on Wednesday. The firm has a 50-day moving average of $22.81 and a two-hundred day moving average of $23.19. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year 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.