VSM Wealth Advisory LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 175,508 shares of the company’s stock, valued at approximately $4,100,000. Schwab U.S. Aggregate Bond ETF makes up 1.2% of VSM Wealth Advisory LLC’s investment portfolio, making the stock its 20th largest position.
A number of other large investors have also added to or reduced their stakes in SCHZ. CWM LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 2,068.1% during the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after purchasing an additional 3,836,881 shares in the last quarter. Modern Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $27,064,000. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares in the last quarter. NorthRock Partners LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock valued at $21,960,000 after purchasing an additional 935,195 shares in the last quarter. Finally, Vestmark Advisory Solutions Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $18,191,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $22.93 on Monday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.64 and a 1-year high of $23.73. The firm has a fifty day moving average of $23.22 and a two-hundred day moving average of $23.38.
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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