Patriot Investment Management Group Inc. Makes New $3.10 Million Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Patriot Investment Management Group Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 140,452 shares of the company’s stock, valued at approximately $3,104,000.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHZ. Charles Schwab Trust Co acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $85,288,000. Oarsman Capital Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after buying an additional 3,221,648 shares during the last quarter. ZynergyRetirementPlanningLLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $38,646,000. Financial Life Advisors acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $36,272,000. Finally, Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.5%

SCHZ opened at $22.28 on Friday. The business has a 50 day moving average price of $22.49 and a two-hundred day moving average price of $22.86. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week 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.