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352,698 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by Flagship Wealth Advisors LLC - Ticker Report

Chit Phyo193050429
Published on 2026-11-07 11:37:00
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352,698 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by Flagship Wealth Advisors LLC - Ticker Report

Flagship Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF ( NYSEARCA:SCHZ – Free Report ) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 352,698 shares of the company’s stock, valued at approximately $7,795,000. Schwab U.S. Aggregate Bond ETF comprises 1.7% of Flagship Wealth Advisors LLC’s investment portfolio, making the stock its 18th biggest holding. Flagship Wealth Advisors LLC owned about 0.07% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Merkkuri Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $1,715,000. Tenzing Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $5,689,000. S&A Financial Services Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $5,773,000. Asset Dedication LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter valued at $3,280,000. Finally, U...

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