Keeler & Nadler Financial Planning & Wealth Management acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, HoldingsChannel reports. The fund acquired 874,152 shares of the company’s stock, valued at approximately $19,319,000. Schwab U.S. Aggregate Bond ETF accounts for about 5.4% of Keeler & Nadler Financial Planning & Wealth Management’s investment portfolio, making the stock its 7th largest holding.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Vantagepoint Investment Advisers LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $346,999,000. Charles Schwab Trust Co bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $85,288,000. Park Avenue Securities LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $83,483,000. Oarsman Capital Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after buying an additional 3,221,648 shares during the last quarter. Finally, Rainey & Randall Wealth Advisors Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth about $69,206,000.
Schwab U.S. Aggregate Bond ETF Trading Up 0.2%
SCHZ opened at $22.48 on Friday. The stock has a 50-day moving average of $22.41 and a 200-day moving average of $22.98. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73.
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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