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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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