Merkkuri Wealth Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund purchased 73,865 shares of the company’s stock, valued at approximately $1,715,000. Schwab U.S. Aggregate Bond ETF comprises about 1.0% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 29th largest position.
Other large investors also recently made changes to their positions in the company. Vantagepoint Investment Advisers LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $346,999,000. Rockbridge Investment Management LCC boosted its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after buying an additional 263,321 shares during the last quarter. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after buying an additional 186,945 shares during the last quarter. Finally, Commonwealth Equity Services LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $92,958,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
SCHZ traded down $0.02 during midday trading on Friday, hitting $22.55. The company’s stock had a trading volume of 2,373,397 shares, compared to its average volume of 2,325,344. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The firm has a 50-day moving average price of $22.37 and a two-hundred day moving average price of $22.95.
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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