LongView Wealth Management Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

LongView Wealth Management purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 167,566 shares of the company’s stock, valued at approximately $3,703,000. Schwab U.S. Aggregate Bond ETF comprises approximately 0.9% of LongView Wealth Management’s holdings, making the stock its 28th biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHZ. PNC Financial Services Group Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 1st quarter worth about $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 valued at $42,000 after acquiring an additional 1,486 shares in the last quarter. SouthState Bank Corp increased its holdings in Schwab U.S. Aggregate Bond ETF by 539.3% during the 1st quarter. SouthState Bank Corp now owns 2,212 shares of the company’s stock valued at $51,000 after acquiring an additional 1,866 shares in the last quarter. Versant Capital Management Inc purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $49,000. Finally, Tompkins Financial Corp acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $63,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of NYSEARCA SCHZ traded down $0.07 on Monday, hitting $22.21. The company’s stock had a trading volume of 1,043,478 shares, compared to its average volume of 2,284,874. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The stock has a 50 day moving average of $22.48 and a 200-day moving average of $22.86.

Schwab U.S. Aggregate Bond ETF 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.

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

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