Garde Capital Inc. lowered its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 54.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 989,063 shares of the company’s stock after selling 1,197,569 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 1.2% of Garde Capital Inc.’s investment portfolio, making the stock its 19th biggest holding. Garde Capital Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $21,858,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also recently made changes to their positions in SCHZ. Gerber Kawasaki Wealth & Investment Management acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $601,000. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $260,000. Next Level Wealth Planning LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $10,715,000. Blue Bell Private Wealth Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $1,606,000. Finally, Signature Equity Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $583,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.3%
Shares of NYSEARCA:SCHZ opened at $22.46 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The business’s 50 day simple moving average is $22.40 and its two-hundred day simple moving average is $22.97.
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.
See Also
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- AbbVie’s Humira Era Is Fading, But Its New Growth Engines Face Another Test
- GLP-1 Focus or Broader Peptide Exposure: Which ETF Has the Edge?
- Mortgage Rates Froze U.S. Housing, But These 3 Overseas Markets Still Pay Double Digits
- Big Tech Is Spending Billions on AI—These 5 Stocks Are Getting Paid
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
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.
