Signature Estate & Investment Advisors LLC Has $9.46 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Signature Estate & Investment Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 9.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 404,983 shares of the company’s stock after buying an additional 34,271 shares during the period. Signature Estate & Investment Advisors LLC owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $9,464,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Retirement Guys Formula LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 2.2% during the fourth quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock worth $463,000 after buying an additional 432 shares during the last quarter. Maripau Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.2% in the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after purchasing an additional 455 shares during the last quarter. Aptus Capital Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after purchasing an additional 456 shares during the last quarter. CoreCap Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 11.2% in the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock worth $110,000 after purchasing an additional 473 shares during the last quarter. Finally, Apollon Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.2% in the fourth quarter. Apollon Wealth Management LLC now owns 17,577 shares of the company’s stock worth $411,000 after purchasing an additional 552 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.99 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73. The business has a 50 day moving average price of $23.18 and a 200-day moving average price of $23.36.

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.