Congress Wealth Management LLC DE Acquires 2,530 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Congress Wealth Management LLC DE raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZGet Rating) by 12.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 22,099 shares of the company’s stock after purchasing an additional 2,530 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,057,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in SCHZ. CFS Investment Advisory Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 5,033.5% in the 1st quarter. CFS Investment Advisory Services LLC now owns 13,984,173 shares of the company’s stock worth $277,000 after purchasing an additional 13,711,761 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 7.3% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 6,321,254 shares of the company’s stock worth $301,097,000 after purchasing an additional 430,556 shares in the last quarter. Resources Investment Advisors LLC. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 3.1% in the 1st quarter. Resources Investment Advisors LLC. now owns 3,808,671 shares of the company’s stock worth $192,604,000 after purchasing an additional 115,392 shares in the last quarter. Milliman Financial Risk Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Milliman Financial Risk Management LLC now owns 3,408,263 shares of the company’s stock worth $172,356,000 after purchasing an additional 26,958 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.6% in the 1st quarter. Envestnet Asset Management Inc. now owns 2,854,139 shares of the company’s stock worth $144,334,000 after purchasing an additional 16,711 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $46.14 on Thursday. The stock’s 50 day moving average is $45.18 and its 200 day moving average is $47.03. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.86 and a 12 month high of $54.45.

See Also

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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