Legacy Wealth Management Inc increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 122.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 23,892 shares of the company’s stock after acquiring an additional 13,128 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 0.0% of Legacy Wealth Management Inc’s investment portfolio, making the stock its 25th largest holding. Legacy Wealth Management Inc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $542,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Archer Investment Corp acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. Sound Income Strategies LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $35,000. Godsey & Gibb Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $36,000. Westside Investment Management Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $56,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.74 on Friday. The firm’s fifty day simple moving average is $22.86 and its 200-day simple moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.
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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