Vantage Financial Partners LLC Has $9.57 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vantage Financial Partners LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 5.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,245 shares of the company’s stock after buying an additional 10,374 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 2.8% of Vantage Financial Partners LLC’s investment portfolio, making the stock its 12th largest position. Vantage Financial Partners LLC owned 0.13% of Schwab U.S. Aggregate Bond ETF worth $9,569,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also bought and sold shares of the company. WealthPlan Investment Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth $3,190,000. Kestra Private Wealth Services LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth $453,000. Avantax Advisory Services Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 204.5% in the third quarter. Avantax Advisory Services Inc. now owns 22,914 shares of the company’s stock worth $1,014,000 after purchasing an additional 15,390 shares in the last quarter. Western Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 27.9% in the third quarter. Western Wealth Management LLC now owns 6,881 shares of the company’s stock worth $304,000 after purchasing an additional 1,500 shares in the last quarter. Finally, KilterHowling LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.7% in the third quarter. KilterHowling LLC now owns 240,339 shares of the company’s stock worth $10,630,000 after purchasing an additional 6,345 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $45.34 on Monday. The business’s fifty day moving average is $45.23 and its two-hundred day moving average is $45.67. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $47.00.

Schwab U.S. Aggregate Bond ETF Profile

(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.

Further Reading

Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report).

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

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.