VSM Wealth Advisory LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 175,508 shares of the company’s stock, valued at approximately $4,100,000. Schwab U.S. Aggregate Bond ETF comprises approximately 1.2% of VSM Wealth Advisory LLC’s portfolio, making the stock its 20th largest holding.
Other hedge funds also recently made changes to their positions in the company. Rossby Financial LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after buying an additional 590 shares during the period. LGT Financial Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the period. Cloud Capital Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $30,000. Cape Investment Advisory Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 101,400.0% during the 3rd quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock worth $71,000 after buying an additional 3,042 shares during the last quarter. Finally, WFA of San Diego LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth $83,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ opened at $22.93 on Monday. The stock has a fifty day moving average price of $23.22 and a 200 day moving average price of $23.38. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.64 and a 12 month 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.
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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
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