Patriot Financial Group Insurance Agency LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 104.8% during the first quarter, HoldingsChannel.com reports. The fund owned 285,748 shares of the company’s stock after buying an additional 146,192 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,635,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also recently made changes to their positions in SCHZ. Newport Capital Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Godfrey Financial Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. LGT Financial Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the period. Gilpin Wealth Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $28,000. Finally, CIBC Private Wealth Group LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 1,165.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after buying an additional 1,864 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $23.23 on Friday. The business’s fifty day moving average price is $23.12 and its 200-day moving average price is $23.29. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.77 and a 1-year high of $23.73.
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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