XY Planning Network Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 198,341 shares of the company’s stock, valued at approximately $4,635,000.
A number of other hedge funds have also recently added to or reduced their stakes in SCHZ. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $317,000. AQR Capital Management LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 15.9% during the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after acquiring an additional 1,948 shares during the last quarter. Focus Partners Wealth grew its holdings in Schwab U.S. Aggregate Bond ETF by 28.9% during the 1st quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock worth $653,000 after acquiring an additional 6,326 shares during the last quarter. Diversify Advisory Services LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth about $3,099,000. Finally, Raymond James Financial Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 35.9% during the 2nd quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock worth $20,113,000 after acquiring an additional 228,444 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA:SCHZ opened at $23.31 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.64 and a 12 month high of $23.73. The company’s 50-day moving average price is $23.37 and its two-hundred day moving average price is $23.43.
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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