8,886 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by Kelly Financial Group LLC

Kelly Financial Group LLC purchased a new position 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 and Exchange Commission (SEC). The institutional investor purchased 8,886 shares of the company’s stock, valued at approximately $202,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Charles Schwab Trust Co lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in 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 in the last quarter. Total Wealth Planning LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after buying an additional 1,900,153 shares during the last quarter. McAdam LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares in the last quarter. Kohmann Bosshard Financial Services LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Kohmann Bosshard Financial Services LLC now owns 2,474,865 shares of the company’s stock valued at $56,179,000 after buying an additional 1,317,559 shares during the last quarter. Finally, Hengehold Capital Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during 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.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.26 on Monday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company’s 50-day moving average is $22.78 and its 200 day moving average is $23.15.

Schwab U.S. Aggregate Bond ETF 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.