Horst & Graben Wealth Management LLC Has $33.07 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Horst & Graben Wealth Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,421,006 shares of the company’s stock after acquiring an additional 31,838 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 4.7% of Horst & Graben Wealth Management LLC’s portfolio, making the stock its 4th biggest position. Horst & Graben Wealth Management LLC owned 0.33% of Schwab U.S. Aggregate Bond ETF worth $33,066,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also bought and sold shares of the company. Godfrey Financial Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Newport Capital Group LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. LGT Financial Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $28,000. Finally, CIBC Private Wealth Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after purchasing an additional 1,864 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.5%

Schwab U.S. Aggregate Bond ETF stock opened at $22.95 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.77 and a 12-month high of $23.73. The firm has a 50 day simple moving average of $23.08 and a 200-day simple moving average of $23.27.

Schwab U.S. Aggregate Bond ETF 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.