Soltis Investment Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 27,267 shares of the company’s stock, valued at approximately $603,000.
Other large investors have also made changes to their positions in the company. Vantagepoint Investment Advisers LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $346,999,000. Rockbridge Investment Management LCC boosted its holdings in shares of 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 valued at $225,085,000 after purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. increased its stake in shares of 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 valued at $179,042,000 after purchasing an additional 263,321 shares during the last quarter. Charles Schwab Trust Co increased its stake in shares of 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 valued at $152,702,000 after purchasing an additional 186,945 shares during the last quarter. Finally, Park Avenue Securities LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $83,483,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Schwab U.S. Aggregate Bond ETF stock opened at $22.53 on Monday. The stock has a fifty day moving average of $22.40 and a 200-day moving average of $22.98. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.
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.
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