ProVise Management Group LLC Has $2.05 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ProVise Management Group LLC lowered its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 43.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 45,059 shares of the company’s stock after selling 34,181 shares during the period. ProVise Management Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,054,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. SageView Advisory Group LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 47.8% during the fourth quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock worth $7,640,000 after purchasing an additional 53,349 shares during the period. Congress Wealth Management LLC DE lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 541.4% during the fourth quarter. Congress Wealth Management LLC DE now owns 299,722 shares of the company’s stock worth $13,973,000 after buying an additional 252,991 shares in the last quarter. Envestnet Asset Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 20.2% in the fourth quarter. Envestnet Asset Management Inc. now owns 2,351,503 shares of the company’s stock valued at $109,627,000 after acquiring an additional 395,113 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 34.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock valued at $116,896,000 after acquiring an additional 640,151 shares in the last quarter. Finally, EP Wealth Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $384,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $47.66 on Friday. The firm has a 50-day moving average price of $46.91 and a two-hundred day moving average price of $45.98. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $48.30.

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.