Beam Wealth Advisors Inc. Acquires New Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Beam Wealth Advisors Inc. bought a new stake in 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 (SEC). The firm bought 36,708 shares of the company’s stock, valued at approximately $811,000.

Other large investors also recently modified their holdings of the company. Black Diamond Financial LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $41,494,000. Leeward Financial Partners LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $7,681,000. Smithbridge Asset Management Inc. DE purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $12,187,000. Kingswood Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $19,997,000. Finally, Bangor Savings Bank bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $1,847,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1%

SCHZ stock opened at $22.55 on Friday. The stock has a fifty day moving average of $22.37 and a 200-day moving average of $22.95. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week 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.