Montis Financial LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 65,741 shares of the company’s stock, valued at approximately $1,453,000.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Avantax Planning Partners Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $491,889,000. Vantagepoint Investment Advisers LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $346,999,000. Commonwealth Equity Services LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth $92,958,000. Kohmann Bosshard Financial Services LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $89,687,000. Finally, Charles Schwab Trust Co bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $85,288,000.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ opened at $22.56 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The business’s fifty day simple moving average is $22.36 and its 200-day simple moving average is $22.95.
About Schwab U.S. Aggregate Bond ETF
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.
Further Reading
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Wall Street May Be Making a Big Mistake With monday.com Stock
- Are These 2 Mid-Cap Growth Stocks Worth the Risk?
- Oklo Changes the Narrative: Does a Nuclear Stock Price Explosion Come Next?
- Cloudflare’s 20% Sell-Off May Have Created an Opening for Investors
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
