Oregon Pacific Wealth Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 17,767 shares of the company’s stock, valued at approximately $403,000.
A number of other hedge funds also recently bought and sold shares of the business. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after buying an additional 2,998,174 shares during the period. Total Wealth Planning LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. McAdam LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares during the last quarter. Hengehold Capital Management LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA SCHZ opened at $22.83 on Monday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The business has a 50-day moving average price of $22.85 and a 200 day moving average price of $23.19.
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.
Further Reading
- Five stocks we like better than Schwab U.S. Aggregate Bond ETF
- Where Do I Find 52-Week Highs and Lows?
- Reshoring Riches: Investing in Made in America 2.0
- What is a Dividend King?
- 3 REITs to Watch as Interest Rates Keep Falling
- The How And Why of Investing in Oil Stocks
- 3 Stocks to Gain From Trump’s Return-to-Office Mandate
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:SCHZ – Free Report).
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.
