Midwest Financial Group LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 113.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,319 shares of the company’s stock after acquiring an additional 47,003 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.2% of Midwest Financial Group LLC’s investment portfolio, making the stock its 24th largest holding. Midwest Financial Group LLC owned approximately 0.05% of Schwab U.S. Aggregate Bond ETF worth $2,005,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in the business. Archer Investment Corp bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $26,000. Sound Income Strategies LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $35,000. Godsey & Gibb Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $36,000. Westside Investment Management Inc. lifted its holdings in 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 buying an additional 558 shares during the period. Finally, Bristlecone Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $56,000.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ opened at $22.71 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The stock has a fifty day moving average price of $22.87 and a 200-day moving average price of $23.20.
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.
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