Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Heritage Wealth Management Inc. CA

Heritage Wealth Management Inc. CA acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 383,974 shares of the company’s stock, valued at approximately $8,486,000. Schwab U.S. Aggregate Bond ETF comprises about 3.0% of Heritage Wealth Management Inc. CA’s holdings, making the stock its 7th largest holding. Heritage Wealth Management Inc. CA owned about 0.08% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Lynx Investment Advisory acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $317,000. Capital Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $12,230,000. SpringVest Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $635,000. Laurel Wealth Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $92,000. Finally, BLB&B Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $6,537,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of NYSEARCA:SCHZ opened at $22.43 on Thursday. The business’s 50 day moving average price is $22.41 and its 200-day moving average price is $22.99. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year 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.