Avior Wealth Management LLC Acquires 34,010 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Avior Wealth Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 303,563 shares of the company’s stock after purchasing an additional 34,010 shares during the quarter. Avior Wealth Management LLC owned 0.08% of Schwab U.S. Aggregate Bond ETF worth $7,031,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $317,000. Revolve Wealth Partners LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 114.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 735,257 shares of the company’s stock valued at $16,690,000 after acquiring an additional 392,380 shares during the last quarter. Allworth Financial LP raised its holdings in Schwab U.S. Aggregate Bond ETF by 2,210.5% during the fourth quarter. Allworth Financial LP now owns 7,255 shares of the company’s stock worth $165,000 after acquiring an additional 6,941 shares in the last quarter. Truist Financial Corp raised its holdings in Schwab U.S. Aggregate Bond ETF by 85.0% during the fourth quarter. Truist Financial Corp now owns 20,994 shares of the company’s stock worth $477,000 after acquiring an additional 9,647 shares in the last quarter. Finally, Global Retirement Partners LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 67.2% during the fourth quarter. Global Retirement Partners LLC now owns 90,309 shares of the company’s stock valued at $2,050,000 after purchasing an additional 36,302 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $22.98 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $24.15. The business has a 50 day moving average price of $22.90 and a two-hundred day moving average price of $22.91.

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.