Summit Wealth Group LLC Co. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 51,996 shares of the company’s stock, valued at approximately $1,149,000.
Other institutional investors and hedge funds have also modified their holdings of the company. MBA Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $7,670,000. Certified Advisory Corp bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $8,460,000. TSG Advice Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $35,050,000. Capital CS Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $1,535,000. Finally, Salomon & Ludwin LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $27,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.2%
SCHZ opened at $22.42 on Wednesday. The company has a fifty day moving average price of $22.39 and a two-hundred day moving average price of $22.97. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.
Schwab U.S. Aggregate Bond ETF 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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