Walker Financial Services Inc. grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 98.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 18,089 shares of the company’s stock after purchasing an additional 8,985 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 0.2% of Walker Financial Services Inc.’s holdings, making the stock its 19th biggest position. Walker Financial Services Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $411,000 at the end of the most recent quarter.
Other large investors also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% during the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after purchasing an additional 216 shares in the last quarter. Hollencrest Capital Management raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 321.1% in the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock worth $31,000 after buying an additional 517 shares in the last quarter. AE Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.8% in the second quarter. AE Wealth Management LLC now owns 160,085 shares of the company’s stock valued at $7,297,000 after buying an additional 2,856 shares during the period. TPG Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at about $6,073,000. Finally, Semmax Financial Advisors Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 10.8% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 12,585 shares of the company’s stock valued at $591,000 after purchasing an additional 1,224 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ opened at $22.72 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The firm’s 50 day moving average is $22.88 and its 200-day moving average is $23.20.
Schwab U.S. Aggregate Bond ETF 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.
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