SeaCrest Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 315,516 shares of the company’s stock, valued at approximately $6,973,000. Schwab U.S. Aggregate Bond ETF comprises 0.8% of SeaCrest Wealth Management LLC’s investment portfolio, making the stock its 21st largest position.
Several other institutional investors and hedge funds also recently made changes to their positions in the stock. NBT Bank N.A. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $1,748,000. Root Financial Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $3,079,000. Trust Co of the South bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $219,000. Precedent Wealth Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $991,000. Finally, JSF Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $186,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.9%
Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Friday. The business has a 50 day moving average price of $22.44 and a two-hundred day moving average price of $22.83. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73.
About Schwab U.S. Aggregate Bond ETF
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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