NBT Bank N A NY boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 98.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 80,842 shares of the company’s stock after purchasing an additional 40,026 shares during the period. NBT Bank N A NY’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,835,000 at the end of the most recent quarter.
A number of other large investors have also added to or reduced their stakes in SCHZ. Westside Investment Management Inc. grew its position in shares of 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 valued at $25,000 after acquiring an additional 558 shares during the period. Archer Investment Corp grew its position in shares of 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 valued at $25,000 after acquiring an additional 553 shares during the period. Thompson Investment Management Inc. grew its position in shares of 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 valued at $27,000 after acquiring an additional 1,141 shares during the period. Key Financial Inc bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $32,000. Finally, Modus Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $23.15 on Tuesday. The firm has a fifty day moving average price of $22.84 and a 200-day moving average price of $23.13. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.
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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