Northeast Financial Group Inc. Buys 116,719 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Northeast Financial Group Inc. lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 221,093 shares of the company’s stock after buying an additional 116,719 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.8% of Northeast Financial Group Inc.’s holdings, making the stock its 16th biggest position. Northeast Financial Group Inc. owned approximately 0.13% of Schwab U.S. Aggregate Bond ETF worth $5,019,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after purchasing an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the period. Hengehold Capital Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after buying an additional 1,089,385 shares during the last quarter. BlueSky Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the period. Finally, JPMorgan Chase & Co. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of SCHZ opened at $22.89 on Thursday. The firm’s 50-day simple moving average is $22.86 and its 200 day simple moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week 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.