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

Congress Wealth Management LLC DE grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZGet Rating) by 12.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,099 shares of the company’s stock after buying an additional 2,530 shares during the period. 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 hedge funds and other institutional investors have also recently modified their holdings of SCHZ. Apeiron RIA LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 27.8% during the second quarter. Apeiron RIA LLC now owns 57,365 shares of the company’s stock valued at $28,000 after buying an additional 12,484 shares during the period. Professional Financial Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the first quarter worth about $30,000. Red Cedar Capital LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the first quarter worth about $34,000. Oliver Lagore Vanvalin Investment Group purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the first quarter worth about $39,000. Finally, CoreCap Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth about $40,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $46.14 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.86 and a 12 month high of $54.45. The business has a 50-day moving average of $45.18 and a 200-day moving average of $47.03.

See Also

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

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