Sowell Financial Services LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 36.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 86,071 shares of the company’s stock after buying an additional 22,934 shares during the quarter. Sowell Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,902,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Charles Schwab Trust Co purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $85,288,000. Oarsman Capital Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after acquiring an additional 3,221,648 shares in the last quarter. Prime Capital Investment Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $44,377,000. ZynergyRetirementPlanningLLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $38,646,000. Finally, Financial Life Advisors acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $36,272,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ opened at $22.53 on Friday. The stock’s 50 day simple moving average is $22.40 and its 200 day simple moving average is $22.98. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year 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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