Golden State Equity Partners raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 100.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 14,550 shares of the company’s stock after buying an additional 7,275 shares during the period. Golden State Equity Partners’ holdings in Schwab U.S. Aggregate Bond ETF were worth $330,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of SCHZ. Westside Investment Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the last quarter. Archer Investment Corp purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $26,000. Modus Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000. Sound Income Strategies LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $35,000. Finally, Legacy Bridge LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock valued at $35,000 after buying an additional 765 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.76 on Tuesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The business has a 50-day moving average price of $22.85 and a 200 day moving average price of $23.19.
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.
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