Downshift Financial LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 52,523 shares of the company’s stock, valued at approximately $1,229,000. Schwab U.S. Aggregate Bond ETF comprises approximately 0.8% of Downshift Financial LLC’s portfolio, making the stock its 22nd biggest holding.
A number of other hedge funds have also recently modified their holdings of the business. Rossby Financial LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares in the last quarter. Newport Capital Group LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Godfrey Financial Associates Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. LGT Financial Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the period. Finally, Gilpin Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $28,000.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $23.12 on Friday. The stock’s 50-day moving average price is $23.13 and its 200-day moving average price is $23.30. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.77 and a 52 week high of $23.73.
Schwab U.S. Aggregate Bond ETF Company 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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