Foster Victor Wealth Advisors LLC Purchases New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Foster Victor Wealth Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 206,732 shares of the company’s stock, valued at approximately $4,569,000.

A number of other hedge funds have also recently made changes to their positions in SCHZ. HORAN Wealth LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after purchasing an additional 447 shares in the last quarter. World Investment Advisors raised its position in Schwab U.S. Aggregate Bond ETF by 4.8% in the 4th quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after purchasing an additional 562 shares during the period. NBT Bank N A NY raised its position in Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares during the period. Twin Cities Retirement Group LLC raised its position in Schwab U.S. Aggregate Bond ETF by 0.5% in the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after purchasing an additional 574 shares during the period. Finally, PFG Investments LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 6.0% in the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock worth $261,000 after purchasing an additional 641 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.27 on Thursday. The firm has a fifty day simple moving average of $22.45 and a two-hundred day simple moving average of $22.84. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve 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.