Guardian Wealth Advisors LLC NC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 56,493.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,055 shares of the company’s stock after buying an additional 9,039 shares during the period. Guardian Wealth Advisors LLC NC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $206,000 at the end of the most recent reporting period.
Several other hedge funds have also made changes to their positions in the stock. Gen Wealth Partners Inc lifted its stake in Schwab U.S. Aggregate Bond ETF by 5.0% during the fourth quarter. Gen Wealth Partners Inc now owns 81,929 shares of the company’s stock worth $1,860,000 after purchasing an additional 3,886 shares during the period. Focus Partners Wealth lifted its stake in Schwab U.S. Aggregate Bond ETF by 25.8% during the fourth quarter. Focus Partners Wealth now owns 21,863 shares of the company’s stock worth $496,000 after purchasing an additional 4,480 shares during the period. Evensky & Katz LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Evensky & Katz LLC now owns 12,020 shares of the company’s stock valued at $273,000 after acquiring an additional 6,075 shares during the last quarter. Fairview Capital Investment Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 66.7% in the fourth quarter. Fairview Capital Investment Management LLC now owns 11,000 shares of the company’s stock valued at $250,000 after acquiring an additional 4,400 shares during the last quarter. Finally, EP Wealth Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 92.8% in the fourth quarter. EP Wealth Advisors LLC now owns 31,291 shares of the company’s stock valued at $710,000 after acquiring an additional 15,063 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA:SCHZ opened at $22.89 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $24.15. The firm has a 50 day moving average of $23.02 and a 200-day moving average of $22.95.
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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