Congress Wealth Management LLC DE Buys 252,991 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Congress Wealth Management LLC DE grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 541.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 299,722 shares of the company’s stock after buying an additional 252,991 shares during the quarter. Congress Wealth Management LLC DE owned 0.19% of Schwab U.S. Aggregate Bond ETF worth $13,973,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of SCHZ. Advisory Services Network LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 36.8% during the 4th quarter. Advisory Services Network LLC now owns 14,134 shares of the company’s stock valued at $659,000 after buying an additional 3,805 shares in the last quarter. ProVise Management Group LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 4.7% in the fourth quarter. ProVise Management Group LLC now owns 109,601 shares of the company’s stock worth $5,110,000 after purchasing an additional 4,888 shares during the last quarter. Orion Portfolio Solutions LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 9.2% in the fourth quarter. Orion Portfolio Solutions LLC now owns 28,155 shares of the company’s stock worth $1,304,000 after purchasing an additional 2,379 shares during the period. SageView Advisory Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 47.8% in the 4th quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock worth $7,640,000 after buying an additional 53,349 shares during the period. Finally, US Bancorp DE lifted its holdings in Schwab U.S. Aggregate Bond ETF by 25.0% during the 4th quarter. US Bancorp DE now owns 14,922 shares of the company’s stock valued at $696,000 after buying an additional 2,988 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2 %

Shares of NYSEARCA SCHZ traded up $0.07 during trading hours on Friday, reaching $45.36. The stock had a trading volume of 239,409 shares, compared to its average volume of 807,419. The business’s fifty day moving average price is $45.29 and its two-hundred day moving average price is $45.62. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.00.

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.