Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Clearview Wealth Advisors LLC’s 2nd Largest Position

Clearview Wealth Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 98.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 207,099 shares of the company’s stock after buying an additional 102,539 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 8.2% of Clearview Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. Clearview Wealth Advisors LLC owned 0.12% of Schwab U.S. Aggregate Bond ETF worth $9,440,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Principal Securities Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $57,000. PNC Financial Services Group Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1,025.2% during the fourth quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock valued at $60,000 after acquiring an additional 1,179 shares in the last quarter. National Bank of Canada FI increased its position in shares of Schwab U.S. Aggregate Bond ETF by 76.7% during the fourth quarter. National Bank of Canada FI now owns 1,325 shares of the company’s stock valued at $61,000 after acquiring an additional 575 shares in the last quarter. New Republic Capital LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 37.3% during the fourth quarter. New Republic Capital LLC now owns 1,365 shares of the company’s stock valued at $64,000 after acquiring an additional 371 shares in the last quarter. Finally, LifeSteps Financial Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the first quarter valued at approximately $63,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %

NYSEARCA:SCHZ traded down $0.13 during trading hours on Friday, reaching $47.04. The company had a trading volume of 564,508 shares, compared to its average volume of 695,238. Schwab U.S. Aggregate Bond ETF has a 52 week low of $43.05 and a 52 week high of $47.39. The firm’s 50 day moving average price is $46.39 and its 200-day moving average price is $45.79.

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.