Theory Financial LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,210,096 shares of the company’s stock after acquiring an additional 56,617 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 10.1% of Theory Financial LLC’s investment portfolio, making the stock its biggest position. Theory Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $28,631,000 at the end of the most recent quarter.
A number of other hedge funds have also bought and sold shares of the business. Decker Retirement Planning Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $26,000. Bernard Wealth Management Corp. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $31,000. Evolution Wealth Management Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $73,000. Traub Capital Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $76,000. Finally, WFA of San Diego LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $83,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
Schwab U.S. Aggregate Bond ETF stock opened at $23.41 on Friday. The stock’s fifty day moving average price is $23.43 and its two-hundred day moving average price is $23.36. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one year high of $23.71.
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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