Alpha Omega Wealth Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 92.5% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 28,678 shares of the company’s stock after buying an additional 13,784 shares during the period. Alpha Omega Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $651,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Great Waters Wealth Management lifted its position in Schwab U.S. Aggregate Bond ETF by 1.4% during the 3rd quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after acquiring an additional 329 shares in the last quarter. Western Financial Corp CA lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after purchasing an additional 454 shares in the last quarter. Twele Capital Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.8% in the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares during the period. RDA Financial Network boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% in the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock valued at $1,365,000 after purchasing an additional 475 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. grew its holdings in Schwab U.S. Aggregate Bond ETF by 5.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after purchasing an additional 480 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %
Shares of SCHZ stock opened at $22.83 on Friday. The company’s fifty day moving average price is $22.86 and its two-hundred day moving average price is $23.19. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.
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.
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