Key Financial Inc Takes $32,000 Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Key Financial Inc bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,414 shares of the company’s stock, valued at approximately $32,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Bfsg LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 106.5% in the 4th quarter. Bfsg LLC now owns 185,873 shares of the company’s stock valued at $4,219,000 after purchasing an additional 95,858 shares during the period. Atria Wealth Solutions Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 157.5% in the 4th quarter. Atria Wealth Solutions Inc. now owns 358,933 shares of the company’s stock valued at $8,148,000 after purchasing an additional 219,567 shares during the period. Empower Advisory Group LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 99.7% in the 4th quarter. Empower Advisory Group LLC now owns 39,228 shares of the company’s stock valued at $890,000 after purchasing an additional 19,585 shares during the period. Truist Financial Corp raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 85.0% in the 4th quarter. Truist Financial Corp now owns 20,994 shares of the company’s stock valued at $477,000 after purchasing an additional 9,647 shares during the period. Finally, Cutler Investment Counsel LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 180.6% in the 4th quarter. Cutler Investment Counsel LLC now owns 38,880 shares of the company’s stock valued at $883,000 after purchasing an additional 25,024 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

Shares of SCHZ stock opened at $22.81 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The firm’s 50-day moving average is $22.77 and its 200-day moving average is $23.17.

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.