Zhang Financial LLC Raises Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Zhang Financial LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 92.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 37,608 shares of the company’s stock after acquiring an additional 18,105 shares during the period. Zhang Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $854,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.3% during the 2nd quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after purchasing an additional 216 shares during the last quarter. Semmax Financial Advisors Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.8% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 12,585 shares of the company’s stock valued at $591,000 after buying an additional 1,224 shares during the period. Squarepoint Ops LLC raised its position in Schwab U.S. Aggregate Bond ETF by 28.6% in the second quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock valued at $696,000 after purchasing an additional 3,396 shares during the period. Ascent Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 55.1% in the 2nd quarter. Ascent Group LLC now owns 83,353 shares of the company’s stock valued at $3,799,000 after acquiring an additional 29,609 shares during the period. Finally, Regal Investment Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 29.1% during the second quarter. Regal Investment Advisors LLC now owns 28,017 shares of the company’s stock worth $1,277,000 after purchasing an additional 6,308 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.72 on Tuesday. The company’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 1 year low of $22.26 and a 1 year 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.