Partners Wealth Management LLC Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Partners Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 122,098 shares of the company’s stock, valued at approximately $2,698,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Soltis Investment Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $603,000. Founders Financial Securities LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $11,672,000. Everett Harris & Co. CA acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $726,000. Blueprint Investment Partners LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $790,000. Finally, Keeler & Nadler Financial Planning & Wealth Management acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $19,319,000.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.48 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73. The firm’s 50 day moving average is $22.41 and its two-hundred day moving average is $22.98.

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.