FFG Retirement Advisors LLC reduced its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 369,208 shares of the company’s stock after selling 41,822 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 5.4% of FFG Retirement Advisors LLC’s holdings, making the stock its biggest holding. FFG Retirement Advisors LLC owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $8,665,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bernard Wealth Management Corp. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $31,000. Evolution Wealth Management Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $73,000. Traub Capital Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $76,000. WFA of San Diego LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $83,000. Finally, Assetmark Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1,210.7% in the 2nd quarter. Assetmark Inc. now owns 3,670 shares of the company’s stock valued at $85,000 after purchasing an additional 3,390 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Up 0.1%
NYSEARCA SCHZ opened at $23.44 on Tuesday. The firm’s fifty day moving average price is $23.48 and its two-hundred day moving average price is $23.33. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.71.
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
- Wall Street Stockpicker Names #1 Stock of 2026
- Do not delete, read immediately
- How a Family Trust May Be Able To Help Preserve Your Wealth
- Your “birthright claim” just got activated
- Turn your “dead money” into $306+ monthly (starting this month)
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.
