Oregon Pacific Wealth Management LLC Buys Shares of 17,767 Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Oregon Pacific Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 17,767 shares of the company’s stock, valued at approximately $403,000.

Other institutional investors also recently bought and sold shares of the company. Western Financial Corp CA raised its stake in Schwab U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after acquiring an additional 454 shares during the last quarter. Twele Capital Management Inc. boosted its position in 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 during the last quarter. RDA Financial Network raised its position in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after buying an additional 475 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in Schwab U.S. Aggregate Bond ETF by 5.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after purchasing an additional 480 shares during the period. Finally, Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.83 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The stock’s 50 day simple moving average is $22.85 and its two-hundred day simple moving average 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.