Sherwood Financial Partners LLC Acquires New Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sherwood Financial Partners LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 20,827 shares of the company’s stock, valued at approximately $473,000. Schwab U.S. Aggregate Bond ETF comprises approximately 0.5% of Sherwood Financial Partners LLC’s portfolio, making the stock its 6th largest position.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Archer Investment Corp increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.5% in the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after acquiring an additional 553 shares during the period. Westside Investment Management Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares during the period. Thompson Investment Management Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after purchasing an additional 1,141 shares during the period. Blair William & Co. IL raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after buying an additional 673 shares during the last quarter. Finally, Tucker Asset Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% during the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after buying an additional 1,223 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.82 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.43 and a 12-month high of $24.15. The business has a 50 day simple moving average of $22.99 and a 200 day simple moving average of $22.93.

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.