Capital Insight Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 126.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,146 shares of the company’s stock after purchasing an additional 21,275 shares during the period. Capital Insight Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $866,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in SCHZ. Alpha Omega Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 92.5% during the fourth quarter. Alpha Omega Wealth Management LLC now owns 28,678 shares of the company’s stock worth $651,000 after purchasing an additional 13,784 shares during the last quarter. Blossom Wealth Management boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.5% during the fourth quarter. Blossom Wealth Management now owns 65,699 shares of the company’s stock valued at $1,491,000 after acquiring an additional 36,044 shares during the period. Western Financial Corp CA grew its position in Schwab U.S. Aggregate Bond ETF by 66.0% in the 4th quarter. Western Financial Corp CA now owns 37,048 shares of the company’s stock worth $841,000 after purchasing an additional 14,730 shares during the last quarter. New Millennium Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $38,000. Finally, RHS Financial LLC increased its position in Schwab U.S. Aggregate Bond ETF by 101.8% in the 4th quarter. RHS Financial LLC now owns 15,866 shares of the company’s stock valued at $360,000 after acquiring an additional 8,004 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA SCHZ opened at $22.83 on Friday. The firm’s 50-day simple moving average is $22.85 and its 200 day simple moving average is $23.19. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.
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
- How Can Retail Investors Trade the Toronto Stock Exchange (TSX)?
- ServiceNow Stock Slips, But AI Expansion Signals Long-Term Gains
- How to Use the MarketBeat Dividend Calculator
- Microsoft and Meta’s AI Investment Plans Are Full Steam Ahead
- 3 Warren Buffett Stocks to Buy Now
- Beyond Self-Driving Cars: Factory Automation Takes Center Stage
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.