RCS Financial Planning LLC Makes New $647,000 Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

RCS Financial Planning LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 29,266 shares of the company’s stock, valued at approximately $647,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth $37,000. Sachetta LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 447.6% during the 1st quarter. Sachetta LLC now owns 1,818 shares of the company’s stock worth $42,000 after purchasing an additional 1,486 shares in the last quarter. Versant Capital Management Inc acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $49,000. SouthState Bank Corp raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 539.3% in the 1st quarter. SouthState Bank Corp now owns 2,212 shares of the company’s stock valued at $51,000 after purchasing an additional 1,866 shares during the period. Finally, Tompkins Financial Corp acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $63,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded up $0.01 during trading on Wednesday, reaching $22.16. The stock had a trading volume of 2,694,216 shares, compared to its average volume of 2,294,432. The stock has a fifty day moving average price of $22.51 and a two-hundred day moving average price of $22.87. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.

Schwab U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.