Keystone Wealth Services LLC Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Keystone Wealth Services LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 133,123 shares of the company’s stock, valued at approximately $3,124,000.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHZ. Brighton Jones LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $317,000. AQR Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 15.9% during the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after buying an additional 1,948 shares in the last quarter. Ashton Thomas Private Wealth LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 44.7% during the 1st quarter. Ashton Thomas Private Wealth LLC now owns 246,795 shares of the company’s stock worth $5,716,000 after acquiring an additional 76,265 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 6.3% in the first quarter. Signature Estate & Investment Advisors LLC now owns 384,254 shares of the company’s stock worth $8,899,000 after acquiring an additional 22,752 shares in the last quarter. Finally, Arete Wealth Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 6.6% in the first quarter. Arete Wealth Advisors LLC now owns 53,273 shares of the company’s stock worth $1,234,000 after acquiring an additional 3,288 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.40 on Tuesday. The stock’s 50-day simple moving average is $23.45 and its two-hundred day simple moving average is $23.35. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71.

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.