Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Acquired by Mayfair Advisory Group LLC
by Teresa Graham · The Cerbat GemMayfair Advisory Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 283,195 shares of the company’s stock, valued at approximately $6,259,000. Schwab U.S. Aggregate Bond ETF accounts for about 1.8% of Mayfair Advisory Group LLC’s investment portfolio, making the stock its 13th largest holding.
Several other hedge funds have also made changes to their positions in SCHZ. Bangor Savings Bank purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $1,847,000. Graves Light Lenhart Wealth Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $1,090,000. Firethorn Wealth Partners LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $1,722,000. January Capital Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 734.2% in the 2nd quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after buying an additional 300,572 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 104.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock valued at $6,635,000 after buying an additional 146,192 shares during the period.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $22.23 on Tuesday. The firm has a 50 day moving average of $22.47 and a two-hundred day moving average of $22.85. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.
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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