Valley National Advisers Inc. Purchases New Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Valley National Advisers Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,231,688 shares of the company’s stock, valued at approximately $27,220,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 3.0% of Valley National Advisers Inc.’s holdings, making the stock its 8th largest holding. Valley National Advisers Inc. owned approximately 0.26% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Smithbridge Asset Management Inc. DE purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $12,187,000. Bangor Savings Bank purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $1,847,000. Firethorn Wealth Partners LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $1,722,000. Graves Light Lenhart Wealth Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $1,090,000. Finally, January Capital Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 734.2% during the second quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock worth $7,899,000 after buying an additional 300,572 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock 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.