Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Rialto Wealth Management LLC

Rialto Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 12.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 167,431 shares of the company’s stock after purchasing an additional 18,390 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.1% of Rialto Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. Rialto Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,891,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHZ. Assetmark Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 1,210.7% in the second quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after buying an additional 3,390 shares during the last quarter. New Republic Capital LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 132.6% in the 1st quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock valued at $104,000 after acquiring an additional 2,569 shares during the period. Colonial Trust Advisors acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 1st quarter worth approximately $121,000. AdvisorNet Financial Inc lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 17.0% in 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 during the last quarter. Finally, Calton & Associates Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $190,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Schwab U.S. Aggregate Bond ETF stock opened at $23.45 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.71. The firm has a 50 day moving average price of $23.50 and a 200 day moving average price of $23.19.

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.