Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Acquired by Elevation Capital Advisory LLC

Elevation Capital Advisory LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, Holdings Channel reports. The firm bought 369,896 shares of the company’s stock, valued at approximately $8,175,000. Schwab U.S. Aggregate Bond ETF accounts for about 3.2% of Elevation Capital Advisory LLC’s investment portfolio, making the stock its 8th largest holding.

Other large investors also recently made changes to their positions in the company. HORAN Wealth LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after buying an additional 447 shares in the last quarter. NBT Bank N A NY raised its position in shares of Schwab U.S. Aggregate Bond ETF by 0.7% in the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock valued at $1,780,000 after buying an additional 566 shares in the last quarter. Twin Cities Retirement Group LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.5% in the second quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after buying an additional 574 shares during the period. PFG Investments LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.0% in the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after buying an additional 641 shares during the period. Finally, Plan A Wealth LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock worth $953,000 after acquiring an additional 710 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $22.53 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73. The company’s 50-day moving average price is $22.40 and its two-hundred day moving average price is $22.98.

Schwab U.S. Aggregate Bond ETF 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.