IFP Advisors Inc lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 453,917 shares of the company’s stock after purchasing an additional 32,305 shares during the period. IFP Advisors Inc owned approximately 0.11% of Schwab U.S. Aggregate Bond ETF worth $10,608,000 at the end of the most recent reporting period.
Other institutional investors have also recently made changes to their positions in the company. Rossby Financial LCC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares in the last quarter. LGT Financial Advisors LLC grew its holdings 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 in the last quarter. Cloud Capital Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $30,000. Cape Investment Advisory Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 101,400.0% in the third quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock valued at $71,000 after purchasing an additional 3,042 shares in the last quarter. Finally, WFA of San Diego LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $83,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ stock opened at $22.84 on Wednesday. The company has a 50 day moving average price of $23.20 and a 200 day moving average price of $23.37. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.64 and a fifty-two week high of $23.73.
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.
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