Curtis Wealth Management LLC Purchases New Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Curtis Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 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 portfolio, making the stock its 17th biggest holding.

Several other large investors have also added to or reduced their stakes in SCHZ. CWM LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 2,068.1% in the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after acquiring an additional 3,836,881 shares in the last quarter. Valpey Financial Services LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 2,295.2% in the 4th quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock valued at $87,614,000 after acquiring an additional 3,592,488 shares in the last quarter. Modern Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $27,064,000. Rockbridge Investment Management LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after buying an additional 999,097 shares in the last quarter. Finally, NorthRock Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock worth $21,960,000 after buying an additional 935,195 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.96 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.75 and a 52 week high of $23.73. The company’s 50 day moving average price is $23.15 and its two-hundred day moving average price is $23.33.

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.