91,399 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by WPG Advisers LLC

WPG Advisers LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 91,399 shares of the company’s stock, valued at approximately $2,020,000. Schwab U.S. Aggregate Bond ETF makes up 1.1% of WPG Advisers LLC’s holdings, making the stock its 20th largest position.

Several other institutional investors have also made changes to their positions in the stock. HORAN Wealth LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after acquiring an additional 447 shares during the period. NBT Bank N A NY raised its holdings in Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock valued at $1,780,000 after acquiring an additional 566 shares in the last quarter. Twin Cities Retirement Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after acquiring an additional 574 shares during the period. PFG Investments LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 6.0% during the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after acquiring an additional 641 shares during the period. Finally, Plan A Wealth LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after acquiring an additional 710 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.43 on Thursday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The business’s fifty day moving average is $22.41 and its 200-day moving average is $22.99.

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.