Peak Financial Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 11.3% in the 1st quarter, Holdings Channel reports. The firm owned 393,380 shares of the company’s stock after acquiring an additional 40,002 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 2.3% of Peak Financial Management Inc.’s investment portfolio, making the stock its 19th largest holding. Peak Financial Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,134,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in SCHZ. Newport Capital Group LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Godfrey Financial Associates Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. LGT Financial Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares during the last quarter. Gilpin Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $28,000. Finally, CIBC Private Wealth Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 1,165.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock valued at $47,000 after buying an additional 1,864 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The stock’s 50 day simple moving average is $23.10 and its two-hundred day simple moving average is $23.28.
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.
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