Peak Financial Management Inc. Increases Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Peak Financial Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 324,053 shares of the company’s stock after buying an additional 23,634 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 2.1% of Peak Financial Management Inc.’s investment portfolio, making the stock its 16th largest position. Peak Financial Management Inc. owned 0.09% of Schwab U.S. Aggregate Bond ETF worth $7,531,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHZ. Dynamic Advisor Solutions LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth approximately $312,000. Cutler Investment Counsel LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.6% during the first quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock valued at $1,626,000 after buying an additional 31,321 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.4% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock valued at $85,487,000 after acquiring an additional 254,568 shares in the last quarter. Perigon Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the second quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock valued at $3,807,000 after acquiring an additional 687 shares in the last quarter. Finally, Smart Money Group LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 41.8% during the first quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock valued at $4,772,000 after acquiring an additional 60,722 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.44 on Thursday. The business has a 50 day moving average of $23.34 and a 200 day moving average of $23.10. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.65.

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.