ZynergyRetirementPlanningLLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,748,706 shares of the company’s stock, valued at approximately $38,646,000. Schwab U.S. Aggregate Bond ETF makes up 20.7% of ZynergyRetirementPlanningLLC’s holdings, making the stock its 2nd largest holding. ZynergyRetirementPlanningLLC owned 0.37% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. Newport Capital Group LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. PNC Financial Services Group Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the first quarter worth $37,000. Sachetta LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 447.6% during the first quarter. Sachetta LLC now owns 1,818 shares of the company’s stock valued at $42,000 after acquiring an additional 1,486 shares in the last quarter. Versant Capital Management Inc bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $49,000. Finally, SouthState Bank Corp lifted its stake in Schwab U.S. Aggregate Bond ETF by 539.3% in the 1st quarter. SouthState Bank Corp now owns 2,212 shares of the company’s stock worth $51,000 after purchasing an additional 1,866 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Up 0.3%
Shares of SCHZ traded up $0.07 during midday trading on Thursday, hitting $22.10. 2,996,796 shares of the company traded hands, compared to its average volume of 2,276,615. The firm has a 50 day moving average of $22.56 and a 200-day moving average of $22.90. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.
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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