Fortis Capital Advisors LLC Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Fortis Capital Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 44,886 shares of the company’s stock, valued at approximately $1,053,000.

Several other institutional investors also recently bought and sold shares of SCHZ. Lansing Street Advisors lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.8% during the 2nd quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock worth $380,000 after purchasing an additional 447 shares during the period. Alley Investment Management Company LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 3.3% during the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock worth $361,000 after buying an additional 485 shares during the period. Zhang Financial LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.5% in the 2nd quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock worth $2,263,000 after buying an additional 512 shares during the last quarter. Avidian Wealth Enterprises LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after buying an additional 529 shares during the period. Finally, Stockman Wealth Management Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock valued at $1,432,000 after acquiring an additional 530 shares during the last quarter.

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

Shares of SCHZ stock opened at $23.46 on Tuesday. The firm’s 50-day simple moving average is $23.43 and its 200-day simple moving average is $23.38. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.52 and a 1-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.