Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Acquired by Montis Financial LLC

Montis Financial LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 65,741 shares of the company’s stock, valued at approximately $1,453,000.

Several other hedge funds also recently added to or reduced their stakes in SCHZ. Black Diamond Financial LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $41,494,000. Leeward Financial Partners LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $7,681,000. Smithbridge Asset Management Inc. DE bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $12,187,000. Kingswood Wealth Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $19,997,000. Finally, Bangor Savings Bank bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $1,847,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.56 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The firm has a fifty day moving average price of $22.36 and a 200-day moving average price of $22.95.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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