Invenio Wealth Partners LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 616,601 shares of the company’s stock, valued at approximately $13,627,000. Schwab U.S. Aggregate Bond ETF makes up about 5.0% of Invenio Wealth Partners LLC’s holdings, making the stock its 6th biggest position. Invenio Wealth Partners LLC owned about 0.13% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.
A number of other institutional investors have also recently bought and sold shares of SCHZ. Boyd Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $3,370,000. Kenora Financial LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $1,551,000. Tred Avon Family Wealth LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $258,000. Focused Alpha LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $2,857,000. Finally, ARK & TLK Investments LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $707,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.3%
Shares of NYSEARCA SCHZ opened at $22.23 on Tuesday. The company has a fifty day moving average price of $22.47 and a 200 day moving average price of $22.85. 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.
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