Compass Financial Group INC SD acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund acquired 567,608 shares of the company’s stock, valued at approximately $12,544,000. Schwab U.S. Aggregate Bond ETF makes up about 1.4% of Compass Financial Group INC SD’s portfolio, making the stock its 14th biggest holding.
Several other large investors also recently bought and sold shares of SCHZ. Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after purchasing an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after buying an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after purchasing an additional 3,221,648 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Down 0.0%
NYSEARCA SCHZ traded down $0.01 during trading on Tuesday, reaching $22.12. 1,301,370 shares of the company’s stock were exchanged, compared to its average volume of 2,271,052. The company has a 50 day moving average price of $22.52 and a two-hundred day moving average price of $22.88. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 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.
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