Twele Capital Management Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 60,806 shares of the company’s stock, valued at approximately $1,344,000. Schwab U.S. Aggregate Bond ETF makes up approximately 0.2% of Twele Capital Management Inc.’s investment portfolio, making the stock its 23rd largest holding.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Oarsman Capital Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after buying an additional 3,221,648 shares in the last quarter. ZynergyRetirementPlanningLLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $38,646,000. Rockbridge Investment Management LCC increased its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares in the last quarter. Farther Finance Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $13,292,000. Finally, Amicus Financial Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $13,423,000.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ traded up $0.02 on Tuesday, reaching $22.15. 5,393,642 shares of the company’s stock traded hands, compared to its average volume of 2,292,393. The stock has a 50-day simple moving average of $22.51 and a 200-day simple moving average of $22.87. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73.
About Schwab U.S. Aggregate Bond ETF
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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