Phillips Financial Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 97.6% during the 4th quarter, Holdings Channel reports. The fund owned 224,622 shares of the company’s stock after acquiring an additional 110,969 shares during the quarter. Phillips Financial Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,099,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. Archer Investment Corp bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth about $26,000. Westside Investment Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the last quarter. Thompson Investment Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the last quarter. Key Financial Inc bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $32,000. Finally, Modus Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $33,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %
Schwab U.S. Aggregate Bond ETF stock opened at $23.01 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The business’s 50-day simple moving average is $22.85 and its 200 day simple moving average is $23.13.
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.
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