Summit Wealth Group LLC Co. bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, HoldingsChannel.com reports. The firm bought 51,996 shares of the company’s stock, valued at approximately $1,149,000.
Several other institutional investors also recently modified their holdings of the stock. Vantagepoint Investment Advisers LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $346,999,000. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares during the period. Avantax Planning Partners Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after acquiring an additional 263,321 shares during the period. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares during the last quarter. Finally, Park Avenue Securities LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $83,483,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Schwab U.S. Aggregate Bond ETF stock opened at $22.42 on Wednesday. The company’s 50 day simple moving average is $22.39 and its 200 day simple moving average is $22.97. 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.
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