Signal Advisors Wealth LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 42.1% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 50,521 shares of the company’s stock after selling 36,717 shares during the period. Signal Advisors Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,186,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $317,000. Raymond James Financial Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.0% in the 1st quarter. Raymond James Financial Inc. now owns 637,008 shares of the company’s stock valued at $14,753,000 after acquiring an additional 52,702 shares during the last quarter. Compound Planning Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 15.4% during the 1st quarter. Compound Planning Inc. now owns 11,873 shares of the company’s stock valued at $275,000 after acquiring an additional 1,580 shares during the period. Sax Wealth Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 1st quarter valued at about $363,000. Finally, Heritage Wealth Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $1,281,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.5%
Shares of SCHZ stock opened at $23.36 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.71. The stock has a 50 day moving average price of $23.50 and a two-hundred day moving average price of $23.31.
Schwab U.S. Aggregate Bond ETF Company 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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