Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Lifted by Hengehold Capital Management LLC

Hengehold Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 109.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,088,600 shares of the company’s stock after purchasing an additional 1,089,385 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 4.5% of Hengehold Capital Management LLC’s investment portfolio, making the stock its 4th largest position. Hengehold Capital Management LLC owned approximately 1.26% of Schwab U.S. Aggregate Bond ETF worth $47,411,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in SCHZ. Great Waters Wealth Management increased its stake in shares of 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 purchasing an additional 329 shares during the last quarter. Western Financial Corp CA increased its position in 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 buying an additional 454 shares during the last quarter. Twele Capital Management Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.8% during the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after buying an additional 459 shares in the last quarter. RDA Financial Network lifted its position 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 worth $1,365,000 after buying an additional 475 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of 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 worth $423,000 after acquiring an additional 480 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.71 on Friday. The stock’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 twelve month low of $22.26 and a twelve 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.