Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Affinity Capital Advisors LLC

Affinity Capital Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 170.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 278,233 shares of the company’s stock after acquiring an additional 175,222 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 1.2% of Affinity Capital Advisors LLC’s investment portfolio, making the stock its 19th biggest position. Affinity Capital Advisors LLC owned approximately 0.17% of Schwab U.S. Aggregate Bond ETF worth $6,285,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Brighton Jones LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the 2nd quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock valued at $308,000 after purchasing an additional 216 shares in the last quarter. Great Waters Wealth Management boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.4% during the third quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after buying an additional 329 shares in the last quarter. Western Financial Corp CA grew its position in Schwab U.S. Aggregate Bond ETF by 2.1% in the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after buying an additional 454 shares during the last quarter. Twele Capital Management Inc. increased its holdings 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 buying an additional 459 shares in the last quarter. Finally, RDA Financial Network increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.7% in the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock valued at $1,365,000 after buying an additional 475 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.46 on Tuesday. The business has a fifty day simple moving average of $22.91 and a 200-day simple moving average of $23.21. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.

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.