Livet Wealth LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 98,155 shares of the company’s stock, valued at approximately $2,294,000. Schwab U.S. Aggregate Bond ETF accounts for about 1.4% of Livet Wealth LLC’s portfolio, making the stock its 20th biggest position.
Other institutional investors have also recently made changes to their positions in the company. Godfrey Financial Associates Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Newport Capital Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Rossby Financial LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares during the last quarter. LGT Financial Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares during the period. Finally, Gilpin Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $28,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
SCHZ opened at $23.09 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.77 and a fifty-two week high of $23.73. The company has a fifty day moving average of $23.14 and a two-hundred day moving average of $23.32.
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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