Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Guerra Pan Advisors LLC

Guerra Pan Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 122,068 shares of the company’s stock, valued at approximately $2,698,000. Schwab U.S. Aggregate Bond ETF makes up about 1.5% of Guerra Pan Advisors LLC’s investment portfolio, making the stock its 18th largest position.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHZ. HORAN Wealth LLC increased its position in Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after buying an additional 447 shares in the last quarter. NBT Bank N A NY raised its holdings in Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after acquiring an additional 566 shares during the last quarter. Twin Cities Retirement Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.5% in the second 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. PFG Investments LLC raised its position 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 worth $261,000 after buying an additional 641 shares during the last quarter. Finally, Plan A Wealth LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after acquiring an additional 710 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.45 on Wednesday. The firm’s 50-day moving average price is $22.42 and its 200-day moving average price is $22.99. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-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.