Northeast Financial Group Inc. Purchases 37,141 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Northeast Financial Group Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.7% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 290,058 shares of the company’s stock after purchasing an additional 37,141 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 1.7% of Northeast Financial Group Inc.’s holdings, making the stock its 22nd biggest position. Northeast Financial Group Inc. owned approximately 0.07% of Schwab U.S. Aggregate Bond ETF worth $6,738,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $317,000. AQR Capital Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 15.9% during the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after acquiring an additional 1,948 shares during the period. Focus Partners Wealth increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the 1st quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock worth $653,000 after purchasing an additional 6,326 shares in the last quarter. Diversify Advisory Services LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth $3,099,000. Finally, Raymond James Financial Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 35.9% in the 2nd quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock worth $20,113,000 after purchasing an additional 228,444 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.79 on Monday. The business’s fifty day moving average is $23.02 and its 200 day moving average is $23.23. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.73 and a fifty-two 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.