Strategic Family Wealth Counselors L.L.C. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 545,982 shares of the company’s stock, valued at approximately $12,066,000. Schwab U.S. Aggregate Bond ETF comprises approximately 2.9% of Strategic Family Wealth Counselors L.L.C.’s portfolio, making the stock its 8th largest holding.
Several other institutional investors also recently modified their holdings of SCHZ. Black Diamond Financial LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $41,494,000. Leeward Financial Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $7,681,000. Smithbridge Asset Management Inc. DE purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $12,187,000. Kingswood Wealth Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $19,997,000. Finally, Bangor Savings Bank bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $1,847,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA SCHZ opened at $22.53 on Monday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The business has a 50 day simple moving average of $22.40 and a two-hundred day simple moving average of $22.98.
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.
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