Kenora Financial LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 25,270 shares of the company’s stock, valued at approximately $587,000.
Several other institutional investors have also recently made changes to their positions in SCHZ. Retirement Guys Formula LLC grew its position in Schwab U.S. Aggregate Bond ETF by 2.2% during the fourth quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after buying an additional 432 shares during the period. Maripau Wealth Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 1.2% in the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after acquiring an additional 455 shares during the period. Aptus Capital Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after acquiring an additional 456 shares during the last quarter. M1 Capital Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the 4th quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock worth $2,404,000 after acquiring an additional 459 shares during the last quarter. Finally, CoreCap Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 11.2% during the 4th quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after acquiring an additional 473 shares during the period.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $23.23 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The firm has a fifty day moving average price of $23.12 and a 200-day moving average price of $23.29.
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.
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