Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by UNIVEST FINANCIAL Corp

UNIVEST FINANCIAL Corp lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 1,158.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 78,460 shares of the company’s stock after buying an additional 72,224 shares during the period. UNIVEST FINANCIAL Corp’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,781,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Avantax Planning Partners Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 107.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after buying an additional 3,375,950 shares in the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. HighTower Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 112.5% in the fourth quarter. HighTower Advisors LLC now owns 3,091,537 shares of the company’s stock worth $70,178,000 after purchasing an additional 1,636,645 shares during the period. Finally, Destination Wealth Management boosted its stake in Schwab U.S. Aggregate Bond ETF by 128.9% during the 4th quarter. Destination Wealth Management now owns 2,419,062 shares of the company’s stock valued at $54,913,000 after purchasing an additional 1,362,015 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of SCHZ stock opened at $23.02 on Thursday. The business’s fifty day moving average is $22.95 and its 200-day moving average is $23.09. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.

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

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