Amicus Financial Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 574,351 shares of the company’s stock, valued at approximately $13,423,000. Schwab U.S. Aggregate Bond ETF comprises approximately 3.7% of Amicus Financial Advisors LLC’s investment portfolio, making the stock its 6th largest position.
A number of other large investors also recently made changes to their positions in the business. Rossby Financial LCC lifted its position in Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after buying an additional 590 shares in the last quarter. Newport Capital Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Godfrey Financial Associates Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. LGT Financial Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after acquiring an additional 1,051 shares in the last quarter. Finally, Gilpin Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $28,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA:SCHZ opened at $23.12 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The business has a fifty day simple moving average of $23.13 and a 200 day simple moving average of $23.30.
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.
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