Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Compass Financial Group INC SD

Compass Financial Group INC SD raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 110.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 106,501 shares of the company’s stock after acquiring an additional 55,804 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 0.5% of Compass Financial Group INC SD’s holdings, making the stock its 21st biggest position. Compass Financial Group INC SD owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,418,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Western Financial Corp CA boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.1% during the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after buying an additional 454 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock worth $423,000 after acquiring an additional 480 shares in the last quarter. Archer Investment Corp acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $26,000. Westside Investment Management Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares in the last quarter. Finally, RBA Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 7.0% during the third quarter. RBA Wealth Management LLC now owns 8,905 shares of the company’s stock worth $423,000 after purchasing an additional 580 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.89 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The stock’s fifty day moving average is $22.79 and its two-hundred day moving average is $23.18.

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.