292,455 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Everest Financial Group LLC

Everest Financial Group LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 292,455 shares of the company’s stock, valued at approximately $6,463,000. Everest Financial Group LLC owned approximately 0.06% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HORAN Wealth LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after purchasing an additional 447 shares in the last quarter. Twin Cities Retirement Group LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after purchasing an additional 574 shares during the period. Plan A Wealth LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after purchasing an additional 710 shares during the period. Stonekeep Investments LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.4% in the 2nd quarter. Stonekeep Investments LLC now owns 224,356 shares of the company’s stock worth $5,189,000 after buying an additional 844 shares in the last quarter. Finally, Quantum Capital Management LLC NJ raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.1% in the 1st quarter. Quantum Capital Management LLC NJ now owns 11,412 shares of the company’s stock worth $265,000 after buying an additional 950 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.25 on Friday. The business has a fifty day simple moving average of $22.34 and a 200-day simple moving average of $22.93. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.

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.