Joseph Group Capital Management Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Joseph Group Capital Management acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 116,988 shares of the company’s stock, valued at approximately $2,585,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Missouri Trust & Investment Co purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $686,000. Bryn Mawr Trust Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $292,000. Brickley Wealth Management purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $375,000. R. W. Roge & Company Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $1,483,000. Finally, Avion Wealth purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $1,991,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.56 on Tuesday. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73. The company’s 50-day simple moving average is $22.36 and its 200 day simple moving average is $22.95.

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.