Peak Financial Management Inc. Grows Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Peak Financial Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 11.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 393,380 shares of the company’s stock after acquiring an additional 40,002 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 2.3% of Peak Financial Management Inc.’s investment portfolio, making the stock its 19th largest position. Peak Financial Management Inc. owned about 0.09% of Schwab U.S. Aggregate Bond ETF worth $9,134,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. CWM LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% in the fourth quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after purchasing an additional 3,836,881 shares in the last quarter. Valpey Financial Services LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2,295.2% during the fourth quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after purchasing an additional 3,592,488 shares in the last quarter. Modern Wealth Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $27,064,000. Rockbridge Investment Management LCC raised its stake in Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares during the period. Finally, NorthRock Partners LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock valued at $21,960,000 after purchasing an additional 935,195 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73. The stock’s 50 day moving average is $23.10 and its 200 day moving average is $23.28.

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.