Simplicity Wealth LLC cut its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 52.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 53,519 shares of the company’s stock after selling 58,415 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,243,000 at the end of the most recent reporting period.
Several other institutional investors have also recently bought and sold shares of the company. Newport Capital Group LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Godfrey Financial Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. LGT Financial Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the period. Gilpin Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $28,000. Finally, CIBC Private Wealth Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after purchasing an additional 1,864 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $22.93 on Monday. The stock has a 50-day simple moving average of $23.07 and a 200 day simple moving average of $23.26. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73.
About Schwab U.S. Aggregate Bond ETF
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.
Further Reading
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- 3 Rare-Earth ETFs That Help Investors Balance Exposure and Risk
- Microsoft Bets on In-House AI to Cut OpenAI and Anthropic Costs
- Delta Air Lines Lives Up to Its Claims: Shares Can Keep Climbing
- This Dividend ETF Choice Could Shape Your Income Strategy Through 2026
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.
