Sigma Planning Corp Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Sigma Planning Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 1,238,605 shares of the company’s stock, valued at approximately $27,373,000. Schwab U.S. Aggregate Bond ETF accounts for about 0.7% of Sigma Planning Corp’s holdings, making the stock its 16th biggest holding. Sigma Planning Corp owned 0.26% of Schwab U.S. Aggregate Bond ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Barrett & Company Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $26,000. PNC Financial Services Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $37,000. Sachetta LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 447.6% in the 1st quarter. Sachetta LLC now owns 1,818 shares of the company’s stock worth $42,000 after purchasing an additional 1,486 shares in the last quarter. Versant Capital Management Inc bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $49,000. Finally, SouthState Bank Corp lifted its position in Schwab U.S. Aggregate Bond ETF by 539.3% in 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.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $22.42 on Monday. The business’s 50 day moving average is $22.43 and its 200 day moving average is $22.83. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73.

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.