Curtis Wealth Management LLC bought 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 Form 13F filing with the Securities and Exchange Commission. The firm bought 120,239 shares of the company’s stock, valued at approximately $2,821,000. Schwab U.S. Aggregate Bond ETF makes up about 2.5% of Curtis Wealth Management LLC’s holdings, making the stock its 17th biggest holding.
Other hedge funds have also recently modified their holdings of the company. Rossby Financial LCC raised its holdings 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 during the period. Godfrey Financial Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Newport Capital Group LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. LGT Financial Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the period. Finally, Cary Street Partners Financial LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $55,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.5%
NYSEARCA:SCHZ opened at $22.96 on Friday. The firm’s 50 day moving average is $23.15 and its 200 day moving average is $23.33. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.75 and a 12 month 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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