96,648 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Highland Financial Advisors LLC

Highland Financial Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 96,648 shares of the company’s stock, valued at approximately $2,136,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.5% of Highland Financial Advisors LLC’s portfolio, making the stock its 24th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. HORAN Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after purchasing an additional 447 shares during the period. World Investment Advisors lifted its holdings in Schwab U.S. Aggregate Bond ETF by 4.8% during the 4th quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after purchasing an additional 562 shares during the last quarter. NBT Bank N A NY lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.7% during the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares during the last quarter. Twin Cities Retirement Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after purchasing an additional 574 shares during the last quarter. Finally, PFG Investments LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 6.0% in the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after purchasing an additional 641 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ traded down $0.06 during trading on Monday, hitting $22.23. The stock had a trading volume of 2,225,099 shares, compared to its average volume of 2,291,015. The company has a 50 day moving average price of $22.48 and a 200-day moving average price of $22.86. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one 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.