Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Position Lifted by Alpha Omega Wealth Management LLC

Alpha Omega Wealth Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 92.5% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 28,678 shares of the company’s stock after purchasing an additional 13,784 shares during the period. Alpha Omega Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $651,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Archer Investment Corp acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth about $26,000. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $35,000. Godsey & Gibb Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $36,000. Westside Investment Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after acquiring an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $56,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.83 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 business’s fifty day moving average price is $22.86 and its 200 day moving average price is $23.19.

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.