Legacy Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 123.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 103,659 shares of the company’s stock after purchasing an additional 57,316 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 0.1% of Legacy Wealth Management LLC’s portfolio, making the stock its 19th largest holding. Legacy Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,291,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently modified their holdings of the company. Charles Schwab Trust Co acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $85,288,000. Oarsman Capital Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after buying an additional 3,221,648 shares during the last quarter. Prime Capital Investment Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $44,377,000. ZynergyRetirementPlanningLLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $38,646,000. Finally, Financial Life Advisors acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $36,272,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.2%
SCHZ opened at $22.42 on Friday. The company’s 50-day moving average price is $22.43 and its 200 day moving average price is $22.83. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.
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.
Featured Articles
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Grand Canyon Education Strengthens Its Outlook, But Wall Street Remains Divided
- Amex Stock Slides on Job Cuts, But the Real Story Is Macro
- Chefs’ Warehouse Has Rallied 76%—Can the Stock Keep Climbing?
- MarketBeat Week in Review – 10/19 – 10/23
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
