Valley National Advisers Inc. Acquires 1,231,688 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Valley National Advisers Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,231,688 shares of the company’s stock, valued at approximately $27,220,000. Schwab U.S. Aggregate Bond ETF makes up about 3.0% of Valley National Advisers Inc.’s investment portfolio, making the stock its 8th largest holding.

Several other large investors have also recently bought and sold shares of the business. Wolff Financial Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $170,000. Invested Advisors purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $279,000. Code Waechter LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $14,978,000. Bernardo Wealth Planning LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $269,000. Finally, MN Wealth Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $409,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2%

SCHZ opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73. The business’s 50-day simple moving average is $22.43 and its 200-day simple moving average is $22.83.

Schwab U.S. Aggregate Bond ETF Company 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.