GK Wealth Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm bought 51,837 shares of the company’s stock, valued at approximately $1,199,000.
Other hedge funds and other institutional investors also recently modified their holdings of the company. CWM LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% during the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after buying an additional 3,836,881 shares during the last quarter. Valpey Financial Services LLC raised its stake in 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 acquiring an additional 3,592,488 shares in the last quarter. Rockbridge Investment Management LCC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after acquiring an additional 999,097 shares during the last quarter. Pacific Park Financial Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $14,957,000. Finally, Amicus Financial Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $13,423,000.
Schwab U.S. Aggregate Bond ETF Stock Up 0.4%
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.82 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.69 and a 1 year high of $23.73. The firm’s 50 day moving average is $23.00 and its 200 day moving average is $23.20.
About Schwab U.S. Aggregate Bond ETF
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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