Heritage Family Offices LLP bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, Holdings Channel.com reports. The fund bought 412,627 shares of the company’s stock, valued at approximately $9,119,000. Schwab U.S. Aggregate Bond ETF accounts for 3.0% of Heritage Family Offices LLP’s investment portfolio, making the stock its 4th largest holding.
A number of other large investors also recently modified their holdings of SCHZ. Barrett & Company Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $26,000. Foresight Capital Management Advisors Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $27,000. Salomon & Ludwin LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $27,000. Richardson Financial Services Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $32,000. Finally, PNC Financial Services Group Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter valued at $37,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1%
Shares of NYSEARCA SCHZ traded down $0.02 during mid-day trading on Friday, reaching $22.55. 2,373,397 shares of the company’s stock traded hands, compared to its average volume of 2,325,344. The business has a 50-day simple moving average of $22.37 and a 200 day simple moving average of $22.95. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year 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.
See Also
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Dutch Bros Gave Wall Street What It Wanted, So Why Did the Stock Crater?
- Astera Labs Just Crushed Earnings—So Why Are Analysts Cutting Price Targets?
- Sandisk Shares Are Oversold: Bargain or Value Trap?
- IonQ’s Record Revenue Includes a Big SkyWater Boost: Does That Change the Story?
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
