XML Financial LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,719,873 shares of the company’s stock, valued at approximately $38,009,000. Schwab U.S. Aggregate Bond ETF comprises approximately 2.8% of XML Financial LLC’s investment portfolio, making the stock its 3rd largest holding. XML Financial LLC owned about 0.36% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Vantagepoint Investment Advisers LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $346,999,000. Charles Schwab Trust Co acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $85,288,000. Park Avenue Securities LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $83,483,000. Oarsman Capital Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after acquiring an additional 3,221,648 shares during the last quarter. Finally, Rainey & Randall Wealth Advisors Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $69,206,000.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ opened at $22.46 on Tuesday. The business has a fifty day simple moving average of $22.40 and a 200-day simple moving average of $22.97. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.
Schwab U.S. Aggregate Bond ETF Company 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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