Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Security Financial Services INC.

Security Financial Services INC. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 56.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 389,230 shares of the company’s stock after acquiring an additional 141,053 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.4% of Security Financial Services INC.’s investment portfolio, making the stock its 23rd biggest position. Security Financial Services INC. owned about 0.09% of Schwab U.S. Aggregate Bond ETF worth $9,096,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHZ. CWM LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 2,068.1% during the fourth quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after acquiring an additional 3,836,881 shares during the last quarter. Modern Wealth Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,064,000. NorthRock Partners LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 209,215.9% during the third quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock worth $21,960,000 after acquiring an additional 935,195 shares during the last quarter. Vestmark Advisory Solutions Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $18,191,000. Finally, Elevation Point Wealth Partners LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $18,191,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4%

Shares of SCHZ stock opened at $23.36 on Friday. The firm’s 50-day moving average is $23.37 and its two-hundred day moving average is $23.43. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.64 and a 12 month high of $23.73.

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.