Grey Fox Wealth Advisors LLC reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 140,184 shares of the company’s stock after selling 6,320 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 0.8% of Grey Fox Wealth Advisors LLC’s holdings, making the stock its 23rd largest holding. Grey Fox Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,258,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of SCHZ. Assetmark Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 1,210.7% during the second quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after purchasing an additional 3,390 shares during the last quarter. New Republic Capital LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 132.6% during the 1st quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock valued at $104,000 after buying an additional 2,569 shares in the last quarter. Colonial Trust Advisors bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 1st quarter valued at about $121,000. AdvisorNet Financial Inc lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 17.0% in the 2nd quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock valued at $145,000 after acquiring an additional 909 shares during the last quarter. Finally, Calton & Associates Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the first quarter worth about $190,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ opened at $23.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.71. The business’s 50 day moving average is $23.50 and its two-hundred day moving average is $23.18.
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.
Featured Stories
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- How to Read Stock Charts for Beginners
- Why Investors Shouldn’t Fear the Dip in Microsoft Stock
- Dividend Payout Ratio Calculator
- DigitalOcean’s Tide Has Turned: Get Ready to Ride the Wave
- Mastering Discipline: Overcoming Emotional Challenges In Trading
- CAVA Stock Looking for Direction After Earnings Miss
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
