Coordinated Financial Services Inc. Acquires New Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Coordinated Financial Services Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 49,640 shares of the company’s stock, valued at approximately $1,127,000.

A number of other large investors have also added to or reduced their stakes in the company. Archer Investment Corp purchased a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $26,000. Westside Investment Management Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after acquiring an additional 558 shares during the last quarter. Pinnacle Family Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.2% during the third quarter. Pinnacle Family Advisors LLC now owns 19,157 shares of the company’s stock valued at $910,000 after acquiring an additional 592 shares in the last quarter. Legacy Bridge LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock valued at $35,000 after purchasing an additional 765 shares during the last quarter. Finally, Financial Management Professionals Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Financial Management Professionals Inc. now owns 1,564 shares of the company’s stock valued at $36,000 after purchasing an additional 782 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.03 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The company’s 50 day moving average is $22.83 and its two-hundred day moving average is $23.14.

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.