Heritage Family Offices LLP bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 412,627 shares of the company’s stock, valued at approximately $9,119,000. Schwab U.S. Aggregate Bond ETF makes up approximately 3.0% of Heritage Family Offices LLP’s investment portfolio, making the stock its 4th biggest position. Heritage Family Offices LLP owned about 0.09% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.
A number of other hedge funds have also added to or reduced their stakes in SCHZ. Vantagepoint Investment Advisers LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $346,999,000. Commonwealth Equity Services LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $92,958,000. Charles Schwab Trust Co acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $85,288,000. Park Avenue Securities LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $83,483,000. Finally, Oarsman Capital Inc. lifted its position 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 valued at $77,604,000 after acquiring an additional 3,221,648 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
NYSEARCA SCHZ traded down $0.02 on Friday, hitting $22.55. 2,373,397 shares of the company were exchanged, compared to its average volume of 2,325,344. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73. The stock has a fifty day moving average of $22.37 and a 200-day moving average 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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