Avidian Wealth Enterprises LLC Increases Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Avidian Wealth Enterprises LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 0.6% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 89,656 shares of the company’s stock after acquiring an additional 529 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,084,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. New Republic Capital LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 132.6% during the 1st quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock worth $104,000 after acquiring an additional 2,569 shares in the last quarter. New Millennium Group LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 201.4% during the 1st quarter. New Millennium Group LLC now owns 5,001 shares of the company’s stock worth $116,000 after acquiring an additional 3,342 shares in the last quarter. Colonial Trust Advisors acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter worth about $121,000. AdvisorNet Financial Inc raised its position in shares of Schwab U.S. Aggregate Bond ETF by 17.0% during the 2nd quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock worth $145,000 after acquiring an additional 909 shares in the last quarter. Finally, Calton & Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter worth about $190,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.66 on Tuesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.67. The stock’s 50-day simple moving average is $23.40 and its 200-day simple moving average is $23.12.

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.