Brighton Jones LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 6,111 shares of the company’s stock, valued at approximately $285,000.
A number of other institutional investors have also added to or reduced their stakes in SCHZ. Sightline Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.8% in the 3rd quarter. Sightline Wealth Advisors LLC now owns 29,852 shares of the company’s stock worth $1,320,000 after buying an additional 14,986 shares during the last quarter. Mendel Capital Management LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 5.8% in the 4th quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after purchasing an additional 1,760 shares during the period. Total Wealth Planning LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 17.6% during the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock valued at $45,611,000 after purchasing an additional 146,243 shares during the last quarter. Econ Financial Services Corp raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 152.8% during the 3rd quarter. Econ Financial Services Corp now owns 44,265 shares of the company’s stock worth $1,958,000 after purchasing an additional 26,758 shares during the period. Finally, Fermata Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $322,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ opened at $45.15 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $43.05 and a fifty-two week high of $47.26. The firm has a 50-day moving average of $45.44 and a 200 day moving average of $45.44.
Schwab U.S. Aggregate Bond ETF 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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