Beam Wealth Advisors Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund purchased 36,708 shares of the company’s stock, valued at approximately $811,000.
Other institutional investors also recently modified their holdings of the company. HORAN Wealth LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after buying an additional 447 shares during the period. Twin Cities Retirement Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after buying an additional 574 shares in the last quarter. Plan A Wealth LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the third quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after acquiring an additional 710 shares in the last quarter. Stonekeep Investments LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Stonekeep Investments LLC now owns 224,356 shares of the company’s stock valued at $5,189,000 after purchasing an additional 844 shares in the last quarter. Finally, Quantum Capital Management LLC NJ increased its stake in Schwab U.S. Aggregate Bond ETF by 9.1% in the 1st quarter. Quantum Capital Management LLC NJ now owns 11,412 shares of the company’s stock worth $265,000 after acquiring an additional 950 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.55 on Friday. The company’s 50 day moving average is $22.37 and its 200 day moving average is $22.95. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year 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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