RCS Financial Planning LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 222.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,231 shares of the company’s stock after buying an additional 19,480 shares during the quarter. RCS Financial Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $641,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of SCHZ. Archer Investment Corp bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $26,000. Sound Income Strategies LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $35,000. Godsey & Gibb Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $36,000. Westside Investment Management Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $56,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Schwab U.S. Aggregate Bond ETF stock opened at $22.86 on Wednesday. The firm has a 50-day moving average of $22.86 and a 200-day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15.
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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