Kestra Private Wealth Services LLC Has $536,000 Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Kestra Private Wealth Services LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,500 shares of the company’s stock after purchasing an additional 1,264 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $536,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Sightline Wealth Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 100.8% in the third quarter. Sightline Wealth Advisors LLC now owns 29,852 shares of the company’s stock worth $1,320,000 after purchasing an additional 14,986 shares during the period. Mendel Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 5.8% in the 4th quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after buying an additional 1,760 shares in the last quarter. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 17.6% during the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock worth $45,611,000 after acquiring an additional 146,243 shares in the last quarter. Econ Financial Services Corp increased its stake in Schwab U.S. Aggregate Bond ETF by 152.8% in the third quarter. Econ Financial Services Corp now owns 44,265 shares of the company’s stock valued at $1,958,000 after acquiring an additional 26,758 shares during the last quarter. Finally, Fermata Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $322,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $45.15 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.26. The business has a fifty day simple moving average of $45.44 and a 200 day simple moving average of $45.46.

About Schwab U.S. Aggregate Bond ETF

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.