Kestra Advisory Services LLC Purchases 53,065 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Kestra Advisory Services LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 70.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 127,997 shares of the company’s stock after purchasing an additional 53,065 shares during the period. Kestra Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,972,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. CWM LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% in the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after buying an additional 3,836,881 shares in the last quarter. Valpey Financial Services LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2,295.2% during the fourth quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after acquiring an additional 3,592,488 shares in the last quarter. Rockbridge Investment Management LCC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% during the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after acquiring an additional 999,097 shares in the last quarter. Pacific Park Financial Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $14,957,000. Finally, Amicus Financial Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $13,423,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.96 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The business has a 50-day moving average of $23.04 and a two-hundred day moving average of $23.25.

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.