Sherwood Financial Partners LLC Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sherwood Financial Partners LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 20,827 shares of the company’s stock, valued at approximately $473,000. Schwab U.S. Aggregate Bond ETF comprises approximately 0.5% of Sherwood Financial Partners LLC’s portfolio, making the stock its 6th biggest holding.

Several other institutional investors have also modified their holdings of the business. JPMorgan Chase & Co. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after buying an additional 689,398 shares during the last quarter. Ameritas Advisory Services LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 66.1% in the 4th quarter. Ameritas Advisory Services LLC now owns 9,051 shares of the company’s stock worth $205,000 after purchasing an additional 3,602 shares during the last quarter. Zhang Financial LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 92.8% in the 4th quarter. Zhang Financial LLC now owns 37,608 shares of the company’s stock worth $854,000 after purchasing an additional 18,105 shares during the last quarter. Breakwater Investment Management lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 92.0% during the fourth quarter. Breakwater Investment Management now owns 176,609 shares of the company’s stock worth $4,009,000 after purchasing an additional 84,626 shares during the last quarter. Finally, Koshinski Asset Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 61.0% during the fourth quarter. Koshinski Asset Management Inc. now owns 43,522 shares of the company’s stock worth $988,000 after purchasing an additional 16,486 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.82 on Wednesday. The business has a 50-day moving average price of $22.99 and a 200 day moving average price of $22.93. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15.

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.