135,862 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Monetary Solutions Ltd

Monetary Solutions Ltd bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 135,862 shares of the company’s stock, valued at approximately $3,003,000. Schwab U.S. Aggregate Bond ETF comprises 2.6% of Monetary Solutions Ltd’s investment portfolio, making the stock its 10th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in SCHZ. Royal Fund Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $6,691,000. Visionary Horizons LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $21,593,000. Strategic Planning Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $332,000. Sharkey Howes & Javer boosted its stake in Schwab U.S. Aggregate Bond ETF by 44.5% in the 3rd quarter. Sharkey Howes & Javer now owns 66,282 shares of the company’s stock valued at $1,465,000 after purchasing an additional 20,419 shares during the period. Finally, Brookstone Capital Management boosted its stake in Schwab U.S. Aggregate Bond ETF by 74.7% in the 3rd quarter. Brookstone Capital Management now owns 1,127,378 shares of the company’s stock valued at $24,915,000 after purchasing an additional 482,073 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.46 on Friday. The business has a fifty day simple moving average of $22.44 and a 200 day simple moving average of $22.83. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73.

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.