Simplicity Wealth LLC lowered its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 52.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 53,519 shares of the company’s stock after selling 58,415 shares during the period. Simplicity Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,243,000 as of its most recent filing with the SEC.
Other institutional investors and hedge funds also recently modified their holdings of the company. Newport Capital Group LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Godfrey Financial Associates Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. LGT Financial Advisors LLC raised its stake in shares of 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 worth $28,000 after purchasing an additional 1,051 shares in the last quarter. Gilpin Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $28,000. Finally, CIBC Private Wealth Group LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after purchasing an additional 1,864 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA SCHZ opened at $22.93 on Monday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.77 and a fifty-two week high of $23.73. The stock’s 50-day moving average is $23.07 and its two-hundred day moving average is $23.26.
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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