Horst & Graben Wealth Management LLC Has $33.07 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Horst & Graben Wealth Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,421,006 shares of the company’s stock after purchasing an additional 31,838 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 4.7% of Horst & Graben Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Horst & Graben Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $33,066,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Newport Capital Group LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. Godfrey Financial Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. LGT Financial Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after acquiring an additional 1,051 shares in the last quarter. Gilpin Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $28,000. Finally, CIBC Private Wealth Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after acquiring an additional 1,864 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.5%

Shares of NYSEARCA SCHZ opened at $22.95 on Wednesday. The business has a fifty day simple moving average of $23.08 and a 200-day simple moving average of $23.27. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73.

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.