Congress Wealth Management LLC DE increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 101.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 647,411 shares of the company’s stock after purchasing an additional 326,701 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Schwab U.S. Aggregate Bond ETF were worth $14,696,000 as of its most recent SEC filing.
Other large investors have also modified their holdings of the company. Avantax Planning Partners Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 107.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after buying an additional 3,375,950 shares during the period. Charles Schwab Trust Co increased 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 acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares in the last quarter. HighTower Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 112.5% in the fourth quarter. HighTower Advisors LLC now owns 3,091,537 shares of the company’s stock valued at $70,178,000 after purchasing an additional 1,636,645 shares during the last quarter. Finally, Destination Wealth Management grew its stake in Schwab U.S. Aggregate Bond ETF by 128.9% during the 4th quarter. Destination Wealth Management now owns 2,419,062 shares of the company’s stock valued at $54,913,000 after purchasing an additional 1,362,015 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $23.04 on Tuesday. The stock’s 50 day moving average is $22.93 and its two-hundred day moving average is $23.09. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.
About Schwab U.S. Aggregate Bond ETF
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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