Oppenheimer & Co. Inc. Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Oppenheimer & Co. Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 675,209 shares of the company’s stock, valued at approximately $14,922,000. Oppenheimer & Co. Inc. owned approximately 0.14% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. HORAN Wealth LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.0% during the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after buying an additional 447 shares in the last quarter. NBT Bank N A NY grew its position in Schwab U.S. Aggregate Bond ETF by 0.7% during the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after buying an additional 566 shares during the period. Twin Cities Retirement Group LLC grew its position in Schwab U.S. Aggregate Bond ETF by 0.5% during the second quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after buying an additional 574 shares during the period. PFG Investments LLC grew its position in Schwab U.S. Aggregate Bond ETF by 6.0% during the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock worth $261,000 after buying an additional 641 shares during the period. Finally, Seneca Financial Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.1% in the first quarter. Seneca Financial Advisors LLC now owns 60,115 shares of the company’s stock valued at $1,396,000 after buying an additional 646 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.45 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The company has a 50-day moving average of $22.43 and a two-hundred day moving average of $23.00.

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.