Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Acquired by SIMA Wealth Partners LLC

SIMA Wealth Partners LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 33,129 shares of the company’s stock, valued at approximately $732,000. Schwab U.S. Aggregate Bond ETF comprises 0.5% of SIMA Wealth Partners LLC’s holdings, making the stock its 22nd largest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Bangor Savings Bank purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $1,847,000. Graves Light Lenhart Wealth Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $1,090,000. Firethorn Wealth Partners LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $1,722,000. January Capital Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 734.2% in the 2nd quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after buying an additional 300,572 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 104.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock valued at $6,635,000 after buying an additional 146,192 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of SCHZ traded down $0.07 during midday trading on Monday, reaching $22.21. The company had a trading volume of 1,043,478 shares, compared to its average volume of 2,284,874. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The firm has a 50 day simple moving average of $22.48 and a 200-day simple moving average of $22.86.

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.