Fingerlakes Wealth Management Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 281,504 shares of the company’s stock, valued at approximately $6,221,000. Schwab U.S. Aggregate Bond ETF comprises approximately 3.4% of Fingerlakes Wealth Management Inc.’s portfolio, making the stock its 7th biggest holding. Fingerlakes Wealth Management Inc. owned about 0.06% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.
Other institutional investors and hedge funds also recently modified their holdings of the company. Avantax Planning Partners Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $491,889,000. Vantagepoint Investment Advisers LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $346,999,000. Commonwealth Equity Services LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $92,958,000. Kohmann Bosshard Financial Services LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $89,687,000. Finally, Charles Schwab Trust Co acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $85,288,000.
Schwab U.S. Aggregate Bond ETF Trading Down 0.7%
Shares of SCHZ opened at $22.41 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The company’s fifty day moving average is $22.36 and its two-hundred day moving average is $22.94.
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.
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