Oldfather Financial Services LLC Purchases 48,600 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Posted by Doug Madison on Jan 20th, 2025

Oldfather Financial Services LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 137.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 84,038 shares of the company’s stock after purchasing an additional 48,600 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 0.7% of Oldfather Financial Services LLC’s investment portfolio, making the stock its 22nd largest holding. Oldfather Financial Services LLC owned about 0.05% of Schwab U.S. Aggregate Bond ETF worth $1,908,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in SCHZ. Archer Investment Corp acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $26,000. Modus Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $33,000. Sound Income Strategies LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $35,000. Godsey & Gibb Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $36,000. Finally, Financial Management Professionals Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Financial Management Professionals Inc. now owns 1,564 shares of the company’s stock valued at $36,000 after acquiring an additional 782 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.72 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The stock has a 50-day moving average price of $22.88 and a two-hundred day moving average price of $23.21.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.