Blue Trust Inc. lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2.3% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,516,289 shares of the company’s stock after selling 35,260 shares during the quarter. Blue Trust Inc. owned about 0.35% of Schwab U.S. Aggregate Bond ETF worth $35,208,000 at the end of the most recent reporting period.
Other large investors have also recently added to or reduced their stakes in the company. Newport Capital Group LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Godfrey Financial Associates Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. LGT Financial Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during 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. Gilpin Wealth Management LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $28,000. Finally, CIBC Private Wealth Group LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1,165.0% in the fourth quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after buying an additional 1,864 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ opened at $23.19 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.77 and a 12-month high of $23.73. The stock’s 50-day moving average price is $23.12 and its 200 day moving average price is $23.29.
About Schwab U.S. Aggregate Bond ETF
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.
Featured Stories
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Why KB Home Could Reward Patient Investors Later
- Meta’s Internal Turmoil: Morale Nears 20-Year Low at the Wrong Time
- Tesla’s New NHTSA Probe Lands at the Worst Possible Time
- Nano Nuclear’s AI Data Center Deal Puts the Stock Back in Focus
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
