Kohmann Bosshard Financial Services LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 3,997,826 shares of the company’s stock, valued at approximately $89,687,000. Schwab U.S. Aggregate Bond ETF comprises 7.6% of Kohmann Bosshard Financial Services LLC’s investment portfolio, making the stock its 4th largest holding. Kohmann Bosshard Financial Services LLC owned 0.83% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the company. Avantax Planning Partners Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $491,889,000. Vantagepoint Investment Advisers LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $346,999,000. Rockbridge Investment Management LCC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares during the last quarter. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after buying an additional 186,945 shares during the period. Finally, Commonwealth Equity Services LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $92,958,000.
Schwab U.S. Aggregate Bond ETF Trading Up 0.0%
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 business’s 50 day moving average price is $22.36 and its 200 day moving average price is $22.95.
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.
Featured Articles
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Wall Street May Be Making a Big Mistake With monday.com Stock
- Are These 2 Mid-Cap Growth Stocks Worth the Risk?
- Oklo Changes the Narrative: Does a Nuclear Stock Price Explosion Come Next?
- Cloudflare’s 20% Sell-Off May Have Created an Opening for Investors
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.
