Valen Private Capital LLC Buys 301,414 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Valen Private Capital LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 301,414 shares of the company’s stock, valued at approximately $6,661,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.1% of Valen Private Capital LLC’s investment portfolio, making the stock its 16th largest position. Valen Private Capital LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Rockbridge Investment Management LCC increased its holdings in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after purchasing an additional 263,321 shares during the period. Charles Schwab Trust Co lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

Shares of NYSEARCA SCHZ opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The business has a 50-day moving average of $22.43 and a 200-day moving average of $22.83.

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.