Congress Wealth Management LLC DE Purchases 2,530 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Congress Wealth Management LLC DE boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZGet Rating) by 12.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,099 shares of the company’s stock after acquiring an additional 2,530 shares during the quarter. Congress Wealth Management LLC DE’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,057,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHZ. Cetera Investment Advisers raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Cetera Investment Advisers now owns 27,156 shares of the company’s stock valued at $1,300,000 after purchasing an additional 742 shares during the period. Perigon Wealth Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.2% in the second quarter. Perigon Wealth Management LLC now owns 34,105 shares of the company’s stock valued at $1,633,000 after purchasing an additional 1,054 shares during the period. CoreCap Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at about $40,000. UBS Group AG raised its position in shares of Schwab U.S. Aggregate Bond ETF by 7.3% in the second quarter. UBS Group AG now owns 121,141 shares of the company’s stock valued at $5,799,000 after purchasing an additional 8,197 shares during the period. Finally, Nwam LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 51.2% in the second quarter. Nwam LLC now owns 10,780 shares of the company’s stock valued at $519,000 after acquiring an additional 3,649 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $46.14 on Thursday. The company’s 50-day simple moving average is $45.18 and its 200 day simple moving average is $47.03. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.86 and a 52 week high of $54.45.

See Also

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

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