Bogart Wealth LLC Purchases 31,307 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bogart Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 30.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 135,313 shares of the company’s stock after acquiring an additional 31,307 shares during the quarter. Bogart Wealth LLC owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $6,308,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Beaird Harris Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at $25,000. Financial Management Professionals Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 275.1% during the 4th quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock valued at $37,000 after purchasing an additional 575 shares during the last quarter. Sound Income Strategies LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $59,000. National Bank of Canada FI increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 76.7% in the fourth quarter. National Bank of Canada FI now owns 1,325 shares of the company’s stock worth $61,000 after purchasing an additional 575 shares during the last quarter. Finally, Level Financial Advisors Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $63,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock remained flat at $45.20 during trading on Thursday. 81,535 shares of the company’s stock traded hands, compared to its average volume of 851,626. The firm has a 50 day simple moving average of $45.41 and a two-hundred day simple moving average of $45.49. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.15.

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.