977,071 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Visionary Horizons LLC

Visionary Horizons LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 977,071 shares of the company’s stock, valued at approximately $21,593,000. Schwab U.S. Aggregate Bond ETF accounts for 8.9% of Visionary Horizons LLC’s portfolio, making the stock its 2nd largest holding. Visionary Horizons LLC owned 0.20% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Smithbridge Asset Management Inc. DE bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $12,187,000. Bangor Savings Bank purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $1,847,000. Graves Light Lenhart Wealth Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $1,090,000. Firethorn Wealth Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $1,722,000. Finally, January Capital Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 734.2% during the second quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after acquiring an additional 300,572 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Friday. The stock’s 50-day simple moving average is $22.44 and its 200-day simple moving average is $22.83. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.

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.