Independent Advisor Alliance Makes New $549,000 Investment in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Independent Advisor Alliance purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 24,184 shares of the company’s stock, valued at approximately $549,000.

Several other large investors also recently bought and sold shares of SCHZ. Westside Investment Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the period. Archer Investment Corp increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after purchasing an additional 553 shares during the period. Thompson Investment Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after purchasing an additional 1,141 shares during the period. Key Financial Inc purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $32,000. Finally, Modus Advisors LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $33,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

SCHZ opened at $23.06 on Tuesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The business’s 50-day simple moving average is $22.87 and its 200-day simple moving average is $23.11.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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