ACT Wealth Management LLC Buys 43,139 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ACT Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 107.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 83,433 shares of the company’s stock after buying an additional 43,139 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 0.9% of ACT Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. ACT Wealth Management LLC owned about 0.05% of Schwab U.S. Aggregate Bond ETF worth $1,894,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHZ. Atomi Financial Group Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $234,000. Great Waters Wealth Management boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 80.3% during the 4th quarter. Great Waters Wealth Management now owns 44,420 shares of the company’s stock valued at $1,008,000 after acquiring an additional 19,786 shares during the last quarter. Transform Wealth LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 111.1% in the fourth quarter. Transform Wealth LLC now owns 92,358 shares of the company’s stock valued at $2,097,000 after purchasing an additional 48,612 shares in the last quarter. Courage Miller Partners LLC increased its position in Schwab U.S. Aggregate Bond ETF by 99.3% in the fourth quarter. Courage Miller Partners LLC now owns 16,466 shares of the company’s stock worth $374,000 after purchasing an additional 8,204 shares during the last quarter. Finally, Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3 %

SCHZ stock opened at $22.79 on Wednesday. The company has a fifty day simple moving average of $22.87 and a two-hundred day simple moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

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.