Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Omega Financial Group LLC’s 2nd Largest Position

Omega Financial Group LLC decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 144,338 shares of the company’s stock after selling 4,475 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 5.2% of Omega Financial Group LLC’s portfolio, making the stock its 2nd biggest holding. Omega Financial Group LLC owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $8,118,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Fifth Third Bancorp boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,935.0% in the first quarter. Fifth Third Bancorp now owns 607 shares of the company’s stock worth $33,000 after acquiring an additional 587 shares during the period. MBE Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter worth about $37,000. Atticus Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 61.0% in the first quarter. Atticus Wealth Management LLC now owns 710 shares of the company’s stock worth $39,000 after acquiring an additional 269 shares during the period. Capital Asset Advisory Services LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $44,000. Finally, FMR LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 505.9% in the fourth quarter. FMR LLC now owns 818 shares of the company’s stock worth $44,000 after acquiring an additional 683 shares during the period.

Schwab U.S. Aggregate Bond ETF stock traded up $0.04 during midday trading on Thursday, reaching $56.28. 6,108 shares of the stock traded hands, compared to its average volume of 997,195. The stock’s fifty day moving average is $55.94 and its 200-day moving average is $54.79. Schwab U.S. Aggregate Bond ETF has a 12 month low of $50.10 and a 12 month high of $56.72.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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