28,915 Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by Unify Financial Advisors

Unify Financial Advisors boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor 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 comprises 7.8% of Unify Financial Advisors’ holdings, making the stock its 2nd largest holding. Unify Financial Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $9,138,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Palisade Asset Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $211,000. Montgomery Financial Services LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $89,000. Verus Capital Partners LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $5,476,000. American Institute for Advanced Investment Management LLP bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $154,000. Finally, Parallel Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $4,660,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.55 on Friday. The business has a 50 day moving average of $22.37 and a 200-day moving average of $22.95. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week 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.