Compass Financial Group INC SD purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 567,608 shares of the company’s stock, valued at approximately $12,544,000. Schwab U.S. Aggregate Bond ETF comprises approximately 1.4% of Compass Financial Group INC SD’s investment portfolio, making the stock its 14th largest holding. Compass Financial Group INC SD owned approximately 0.12% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Sax Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $1,868,000. Grove Street Fiduciary LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth $9,974,000. Midwest Financial Network LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.8% during the 3rd quarter. Midwest Financial Network LLC now owns 24,480 shares of the company’s stock valued at $541,000 after purchasing an additional 3,349 shares during the last quarter. Armstrong Advisory Group Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $170,000. Finally, Friday Financial acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $985,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.0%
NYSEARCA:SCHZ traded down $0.01 during trading hours on Tuesday, hitting $22.12. 1,301,370 shares of the company were exchanged, compared to its average volume of 2,271,052. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The company’s 50 day moving average price is $22.52 and its 200-day moving average price is $22.88.
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.
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