Omega Financial Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 72.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 97,797 shares of the company’s stock after purchasing an additional 41,067 shares during the period. Omega Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,220,000 at the end of the most recent reporting period.
Other large investors have also modified their holdings of the company. Brighton Jones LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% during the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after acquiring an additional 216 shares during the period. Great Waters Wealth Management grew 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 period. Western Financial Corp CA increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after purchasing an additional 454 shares in the last quarter. Twele Capital Management Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.8% in the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares during the period. Finally, RDA Financial Network boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% during 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 in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Up 0.2 %
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.72 on Friday. The company has a 50-day moving average of $22.89 and a two-hundred day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-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.
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