Summit Wealth Group LLC Purchases 5,701 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Summit Wealth Group LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,402 shares of the company’s stock after buying an additional 5,701 shares during the quarter. Summit Wealth Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $259,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. MorganRosel Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.7% in the 4th quarter. MorganRosel Wealth Management LLC now owns 360,128 shares of the company’s stock valued at $8,175,000 after purchasing an additional 182,457 shares in the last quarter. Vaughan David Investments LLC IL boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 49.3% in the 4th quarter. Vaughan David Investments LLC IL now owns 11,236 shares of the company’s stock valued at $255,000 after purchasing an additional 3,708 shares in the last quarter. TruNorth Capital Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 69.2% in the 4th quarter. TruNorth Capital Management LLC now owns 1,140,638 shares of the company’s stock valued at $25,892,000 after purchasing an additional 466,573 shares in the last quarter. Acorn Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Acorn Wealth Advisors LLC now owns 11,448 shares of the company’s stock valued at $260,000 after purchasing an additional 5,724 shares in the last quarter. Finally, Wrapmanager Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $4,712,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.15 on Wednesday. The company’s 50 day moving average is $22.75 and its 200-day moving average is $23.16. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15.

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.