Live Breaking News & Updates on Schwab us aggregate bond etf

Heritage Wealth Management LLC Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Heritage Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 11,114 shares of the company’s stock, valued at approximately $518,000. Other hedge funds also recently […]

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McAdam LLC Sells 2,219 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

McAdam LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,529,725 shares of the company’s stock after selling 2,219 shares during the period. […]

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Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lifted by Valmark Advisers Inc.

Valmark Advisers Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 20.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 36,399 shares of the company’s stock after acquiring an additional 6,087 shares during the period. Valmark Advisers Inc.’s holdings in Schwab U.S. Aggregate Bond […]

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Syon Capital LLC Invests $3.52 Million in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Syon Capital LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 75,562 shares of the company’s stock, valued at approximately $3,523,000. Other […]

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Larson Financial Group LLC Sells 23,053 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Larson Financial Group LLC lessened its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 6.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 319,621 shares of the company’s stock after selling 23,053 shares during the quarter. Schwab U.S. […]

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1900 Wealth Management LLC Decreases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

1900 Wealth Management LLC trimmed its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 69.1% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,125 shares of the company’s stock after selling 62,863 shares during the quarter. 1900 Wealth […]

Canada , Financial-management-professionals-inc , Wealth-management , Charles-schwab , Income-strategies , Beaird-harris-wealth-management , Wagner-wealth-management , National-bank , Free-report , Harris-wealth-management , Management-professionals

ORG Partners LLC Boosts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ORG Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2,358.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 91,613 shares of the company’s stock after purchasing an additional 87,887 shares during […]

Canada , National-bank , Charles-schwab , Financial-advisors-ltd , Financial-management-professionals-inc , Org-partners , Beaird-harris-wealth-management , Exchange-commission , Free-report , Harris-wealth-management , Zentral-genossenschafts-bank-frankfurt

Signature Estate & Investment Advisors LLC Makes New Investment in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Signature Estate & Investment Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 14,907 shares of the company’s stock, valued at approximately $695,000. Several other hedge funds also […]

Charles-schwab , Mendel-capital-management , Cerity-partners , Advisory-partners , Signature-estate-investment-advisors , Signature-estate , Investment-advisors , Free-report , Wealth-management , Capital-management , Avion-wealth

Lodestar Private Asset Management LLC Sells 46,430 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lodestar Private Asset Management LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 40.5% in the 4th quarter, HoldingsChannel reports. The firm owned 68,293 shares of the company’s stock after selling 46,430 shares during the quarter. Lodestar Private Asset Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were […]

Lodestar-private-asset-management , Ameriprise-financial-inc , Cerity-partners , Charles-schwab-investment-management-inc , Company-profile , Avantax-planning-partners-inc , Moneta-group-investment-advisors , Charles-schwab , Free-report , Private-asset-management , Group-investment-advisors

Janiczek Wealth Management LLC Has $3.10 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Janiczek Wealth Management LLC trimmed its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 13.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,419 shares of the company’s stock after selling 10,204 shares during the […]

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