Sowell Financial Services LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 36.3% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 86,071 shares of the company’s stock after buying an additional 22,934 shares during the quarter. Sowell Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,902,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Rodgers & Associates LTD acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $183,000. Farnam Financial LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 9.0% during the third quarter. Farnam Financial LLC now owns 44,277 shares of the company’s stock worth $987,000 after acquiring an additional 3,658 shares during the last quarter. Thayer Financial L.L.C. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $2,346,000. Innova Wealth Partners acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $181,000. Finally, Range Financial Group LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $3,759,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA:SCHZ opened at $22.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The business has a 50 day moving average of $22.44 and a 200-day moving average of $22.83.
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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