Milestone Asset Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 69,406 shares of the company’s stock, valued at approximately $1,613,000.
Other large investors have also recently modified their holdings of the company. Advisors Preferred LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth $1,753,000. Marshall Financial Group Inc. ADV boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.4% during the second quarter. Marshall Financial Group Inc. ADV now owns 190,577 shares of the company’s stock valued at $4,429,000 after buying an additional 6,279 shares during the last quarter. AlphaStar Capital Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter worth $13,996,000. Creative Financial Designs Inc. ADV increased its holdings in Schwab U.S. Aggregate Bond ETF by 4.7% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 265,566 shares of the company’s stock valued at $6,172,000 after acquiring an additional 11,927 shares during the last quarter. Finally, Tradewinds LLC. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $1,054,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ opened at $23.42 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.71. The business’s 50 day moving average is $23.49 and its two-hundred day moving average is $23.18.
About Schwab U.S. Aggregate Bond ETF
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.
Read More
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- What is a buyback in stocks? A comprehensive guide for investors
- Is Starbucks Quietly Setting Up for a Major 2026 Comeback?
- Utilities Stocks Explained – How and Why to Invest in Utilities
- Semiconductor Supercycle: Why Onsemi Stock Could Double as AI and EV Growth Accelerate
- The Role Economic Reports Play in a Successful Investment Strategy
- The Best Local Butchers for Thanksgiving [2025 Survey]
Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
