Security Financial Services INC. Grows Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Security Financial Services INC. grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 56.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 389,230 shares of the company’s stock after acquiring an additional 141,053 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 1.4% of Security Financial Services INC.’s investment portfolio, making the stock its 23rd biggest holding. Security Financial Services INC.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,096,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rossby Financial LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after acquiring an additional 590 shares during the period. Decker Retirement Planning Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. LGT Financial Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after acquiring an additional 1,051 shares during the period. Cloud Capital Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.36 on Friday. The company’s 50 day simple moving average is $23.37 and its 200-day simple moving average is $23.43. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.64 and a 1 year 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.