B. Riley Wealth Advisors Inc. reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,876 shares of the company’s stock after selling 1,159 shares during the period. B. Riley Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $658,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in SCHZ. Archer Investment Corp bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $26,000. Hollencrest Capital Management increased its position in shares of Schwab U.S. Aggregate Bond ETF by 321.1% during the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock valued at $31,000 after purchasing an additional 517 shares during the last quarter. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $35,000. Godsey & Gibb Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $36,000. Finally, Bristlecone Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter worth about $56,000.
Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %
NYSEARCA:SCHZ opened at $22.68 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The firm’s 50 day moving average is $22.97 and its 200 day moving average is $23.22.
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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