182,735 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Trek Financial LLC

Trek Financial LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent filing with the SEC. The fund purchased 182,735 shares of the company’s stock, valued at approximately $4,038,000.

Other institutional investors also recently modified their holdings of the company. Barrett & Company Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $26,000. Foresight Capital Management Advisors Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $27,000. PNC Financial Services Group Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at $37,000. Hanseatic Management Services Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $38,000. Finally, Sachetta LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 447.6% during the first quarter. Sachetta LLC now owns 1,818 shares of the company’s stock worth $42,000 after acquiring an additional 1,486 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.53 on Monday. The company’s 50-day moving average is $22.40 and its 200 day moving average is $22.98. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year 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.