Wealth Enhancement Advisory Services LLC Has $242.90 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wealth Enhancement Advisory Services LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,486,542 shares of the company’s stock after purchasing an additional 566,897 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 4.4% of Wealth Enhancement Advisory Services LLC’s holdings, making the stock its 4th largest holding. Wealth Enhancement Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $242,901,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHZ. Signet Investment Advisory Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $30,000. Westside Investment Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 731.3% during the first quarter. Westside Investment Management Inc. now owns 557 shares of the company’s stock valued at $30,000 after acquiring an additional 490 shares during the last quarter. Cedar Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 153.4% in the first quarter. Cedar Wealth Management LLC now owns 565 shares of the company’s stock valued at $30,000 after acquiring an additional 342 shares in the last quarter. Albion Financial Group UT acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Finally, Assetmark Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $35,000.

SCHZ stock traded down $0.06 on Friday, hitting $54.53. 6,300 shares of the company’s stock were exchanged, compared to its average volume of 856,244. The stock’s 50 day simple moving average is $54.21. Schwab U.S. Aggregate Bond ETF has a 12-month low of $53.64 and a 12-month high of $56.98.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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