Next Level Wealth Planning LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 484,856 shares of the company’s stock, valued at approximately $10,715,000. Schwab U.S. Aggregate Bond ETF accounts for about 4.5% of Next Level Wealth Planning LLC’s portfolio, making the stock its 7th largest position.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHZ. Barrett & Company Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $26,000. Foresight Capital Management Advisors Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $27,000. Salomon & Ludwin LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,000. PNC Financial Services Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the first quarter valued at approximately $37,000. Finally, Hanseatic Management Services Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $38,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.3%
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The business’s 50 day moving average is $22.40 and its 200-day moving average is $22.97.
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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