36,200 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Aletheian Wealth Advisors LLC

Aletheian Wealth Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 36,200 shares of the company’s stock, valued at approximately $800,000.

Other institutional investors also recently bought and sold shares of the company. Bangor Savings Bank acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $1,847,000. Patriot Financial Group Insurance Agency LLC raised its position in Schwab U.S. Aggregate Bond ETF by 104.8% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock valued at $6,635,000 after purchasing an additional 146,192 shares during the period. January Capital Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 734.2% in the 2nd quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after purchasing an additional 300,572 shares during the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at $1,393,000. Finally, Mokosak Advisory Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.3% during the 1st quarter. Mokosak Advisory Group LLC now owns 1,235,661 shares of the company’s stock worth $28,692,000 after purchasing an additional 83,583 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2%

SCHZ traded up $0.06 on Thursday, hitting $22.09. The company had a trading volume of 987,020 shares, compared to its average volume of 2,265,785. The company’s fifty day moving average price is $22.56 and its 200 day moving average price is $22.90. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73.

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.