Ballast Financial Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 451,800 shares of the company’s stock, valued at approximately $10,559,000. Schwab U.S. Aggregate Bond ETF makes up approximately 10.9% of Ballast Financial Advisors LLC’s portfolio, making the stock its 2nd largest holding.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Rossby Financial LCC boosted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares during the last quarter. Newport Capital Group LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Godfrey Financial Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. LGT Financial Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the last quarter. Finally, Gilpin Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $28,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $23.06 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The stock’s fifty day moving average price is $23.13 and its 200-day moving average price is $23.31.
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.
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