Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Kingsview Wealth Management LLC

Kingsview Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 69.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,383 shares of the company’s stock after buying an additional 12,008 shares during the period. Kingsview Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $667,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Northwest Capital Management Inc raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 180.9% in the third quarter. Northwest Capital Management Inc now owns 99,096 shares of the company’s stock valued at $4,709,000 after buying an additional 63,814 shares during the last quarter. Creative Planning grew its holdings in Schwab U.S. Aggregate Bond ETF by 2.9% during the third quarter. Creative Planning now owns 197,671 shares of the company’s stock worth $9,393,000 after acquiring an additional 5,660 shares during the period. Zhang Financial LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. Zhang Financial LLC now owns 19,503 shares of the company’s stock valued at $927,000 after purchasing an additional 1,954 shares in the last quarter. Clearview Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 13.6% in the third quarter. Clearview Wealth Advisors LLC now owns 235,266 shares of the company’s stock valued at $11,180,000 after buying an additional 28,167 shares in the last quarter. Finally, Transform Wealth LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 6.6% during the third quarter. Transform Wealth LLC now owns 43,746 shares of the company’s stock worth $2,079,000 after purchasing an additional 2,693 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.68 on Thursday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The company’s 50-day moving average price is $22.80 and its 200 day moving average price is $23.18.

About Schwab U.S. Aggregate Bond ETF

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.