Chesapeake Wealth Management increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 96.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 145,138 shares of the company’s stock after acquiring an additional 71,256 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.1% of Chesapeake Wealth Management’s portfolio, making the stock its 24th largest holding. Chesapeake Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,295,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Archer Investment Corp acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $26,000. Sound Income Strategies LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $35,000. Godsey & Gibb Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $36,000. Bristlecone Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $56,000. Finally, Modus Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $33,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA:SCHZ opened at $22.72 on Tuesday. The firm’s 50-day simple moving average is $22.87 and its 200-day simple moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week 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.
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