30,761 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by Marcum Wealth LLC

Marcum Wealth LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 30,761 shares of the company’s stock, valued at approximately $712,000.

Several other institutional investors and hedge funds also recently bought and sold shares of SCHZ. Fulcrum Equity Management boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 92.4% during the 4th quarter. Fulcrum Equity Management now owns 19,585 shares of the company’s stock valued at $445,000 after buying an additional 9,407 shares during the period. M1 Capital Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $2,073,000. CWC Advisors LLC. boosted its position in Schwab U.S. Aggregate Bond ETF by 91.6% during the fourth quarter. CWC Advisors LLC. now owns 30,355 shares of the company’s stock valued at $689,000 after purchasing an additional 14,514 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 98.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 3,436,591 shares of the company’s stock valued at $78,011,000 after purchasing an additional 1,704,343 shares during the last quarter. Finally, Forthright Family Wealth Advisory LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 8.9% in the fourth quarter. Forthright Family Wealth Advisory LLC now owns 441,337 shares of the company’s stock valued at $10,018,000 after purchasing an additional 35,916 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4%

SCHZ opened at $22.91 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15. The business has a 50-day moving average of $22.94 and a 200-day moving average of $22.92.

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.