LVW Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 128.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 73,307 shares of the company’s stock after acquiring an additional 41,167 shares during the quarter. LVW Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,664,000 at the end of the most recent quarter.
A number of other institutional investors also recently added to or reduced their stakes in the company. Archer Investment Corp purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. Modus Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Sound Income Strategies LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $35,000. Godsey & Gibb Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $36,000. Finally, Financial Management Professionals Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Financial Management Professionals Inc. now owns 1,564 shares of the company’s stock worth $36,000 after buying an additional 782 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ opened at $22.72 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The stock has a 50-day simple moving average of $22.88 and a 200-day simple moving average of $23.21.
Schwab U.S. Aggregate Bond ETF Company 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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