ORG Partners LLC Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

ORG Partners LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 51.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,319 shares of the company’s stock after buying an additional 5,906 shares during the quarter. ORG Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $393,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Choreo LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth about $315,000. Hardin Capital Partners LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $436,000. Williams Financial LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the second quarter valued at approximately $1,911,000. Breakwater Investment Management grew its stake in Schwab U.S. Aggregate Bond ETF by 13.1% in the 2nd quarter. Breakwater Investment Management now owns 86,805 shares of the company’s stock worth $3,957,000 after buying an additional 10,057 shares in the last quarter. Finally, Bcwm LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Bcwm LLC now owns 35,539 shares of the company’s stock worth $1,620,000 after buying an additional 1,764 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.5 %

NYSEARCA SCHZ opened at $22.49 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The company has a fifty day moving average of $22.92 and a 200-day moving average of $23.21.

Schwab U.S. Aggregate Bond ETF Company Profile

(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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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