Destination Wealth Management increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 41.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,945,776 shares of the company’s stock after acquiring an additional 567,128 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.2% of Destination Wealth Management’s holdings, making the stock its 29th largest holding. Destination Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $45,473,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Retirement Guys Formula LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.2% in the fourth quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock worth $463,000 after acquiring an additional 432 shares during the period. Maripau Wealth Management LLC lifted 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 acquiring an additional 455 shares during the period. Aptus Capital Advisors LLC lifted 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 acquiring an additional 456 shares during the period. M1 Capital Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock worth $2,404,000 after acquiring an additional 459 shares during the period. Finally, CoreCap Advisors LLC lifted 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 acquiring an additional 473 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
Schwab U.S. Aggregate Bond ETF stock opened at $23.09 on Friday. The stock’s 50 day moving average is $23.14 and its 200 day moving average is $23.32. Schwab U.S. Aggregate Bond ETF has a one year low of $22.77 and a one year high of $23.73.
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.
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