Belpointe Asset Management LLC Makes New $1.05 Million Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Belpointe Asset Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, HoldingsChannel reports. The fund acquired 44,886 shares of the company’s stock, valued at approximately $1,053,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $317,000. AQR Capital Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 15.9% during the first 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. Focus Partners Wealth lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the 1st quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after acquiring an additional 6,326 shares in the last quarter. PFG Investments LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth $250,000. Finally, Ameritas Advisory Services LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth about $204,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

SCHZ stock opened at $23.44 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71. The company has a 50 day moving average of $23.43 and a two-hundred day moving average of $23.38.

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.