Sun Sep 15 15:44:53 UTC 2024: ## Institutional Investors Shuffle Holdings in Schwab U.S. Aggregate Bond ETF (SCHZ)

**New York, NY – September 15, 2024** – HBK Sorce Advisory LLC decreased its stake in Schwab U.S. Aggregate Bond ETF (SCHZ) by 3.6% during the second quarter, according to HoldingsChannel.com. The firm sold 514 shares, leaving them with 13,591 shares worth $619,000 as of their latest SEC filing.

While HBK Sorce Advisory LLC trimmed its holdings, other institutional investors made significant moves in SCHZ during the fourth quarter. TSA Wealth Management LLC initiated a new position worth $18,751,000. SageView Advisory Group LLC increased its stake by 47.8%, now owning 164,866 shares worth $7,640,000. Congress Wealth Management LLC DE saw its position grow by 541.4%, reaching 299,722 shares valued at $13,973,000. Envestnet Asset Management Inc. and Goldman Sachs Group Inc. also boosted their positions in SCHZ by 20.2% and 34.3%, respectively.

SCHZ, an exchange-traded fund managed by Charles Schwab, tracks the Bloomberg U.S. Aggregate Bond Index, a broad index of US investment-grade fixed income securities. The fund launched on July 14, 2011.

SCHZ opened at $47.72 on Friday, with a 52-week low of $43.05 and a 52-week high of $47.79. The firm’s 50-day simple moving average is $46.76, while its 200-day simple moving average is $45.92.

For more information on institutional holdings and insider trades related to SCHZ, visit HoldingsChannel.com.

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