Unify Financial Advisors grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 413,473 shares of the company’s stock after buying an additional 28,915 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 7.8% of Unify Financial Advisors’ investment portfolio, making the stock its 2nd largest holding. Unify Financial Advisors owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $9,138,000 as of its most recent SEC filing.
A number of other large investors have also recently made changes to their positions in the business. Palisade Asset Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $211,000. Montgomery Financial Services LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $89,000. Verus Capital Partners LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $5,476,000. American Institute for Advanced Investment Management LLP purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $154,000. Finally, Parallel Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth $4,660,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.1%
NYSEARCA:SCHZ opened at $22.55 on Friday. The firm’s fifty day simple moving average is $22.37 and its 200 day simple moving average is $22.95. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve month high of $23.73.
Schwab U.S. Aggregate Bond ETF Company 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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