Endowment Wealth Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 94.3% during the fourth quarter, HoldingsChannel.com reports. The firm 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 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Westside Investment Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after acquiring an additional 558 shares in the last quarter. Archer Investment Corp boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after acquiring an additional 553 shares during the last quarter. Thompson Investment Management Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the period. Key Financial Inc purchased a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $32,000. Finally, Modus Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ stock opened at $23.15 on Tuesday. The business has a 50 day simple moving average of $22.84 and a 200-day simple moving average of $23.13. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve 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.
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