Syon Capital LLC Invests $3.52 Million in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Syon Capital LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 75,562 shares of the company’s stock, valued at approximately $3,523,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Beaird Harris Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $25,000. National Bank of Canada FI lifted its holdings in Schwab U.S. Aggregate Bond ETF by 57.6% in the third quarter. National Bank of Canada FI now owns 750 shares of the company’s stock valued at $33,000 after acquiring an additional 274 shares during the period. Financial Management Professionals Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 275.1% in the fourth quarter. Financial Management Professionals Inc. now owns 784 shares of the company’s stock worth $37,000 after purchasing an additional 575 shares during the last quarter. Wagner Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 67.9% during the 3rd quarter. Wagner Wealth Management LLC now owns 994 shares of the company’s stock valued at $44,000 after purchasing an additional 402 shares during the period. Finally, Sound Income Strategies LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $59,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2 %

Shares of SCHZ stock traded up $0.10 during trading hours on Friday, reaching $44.77. 381,592 shares of the company traded hands, compared to its average volume of 881,711. The firm has a 50-day moving average price of $45.53 and a 200 day moving average price of $45.40. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.26.

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.