Valley Forge Investment Consultants Inc. ADV Raises Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Valley Forge Investment Consultants Inc. ADV lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 86,021 shares of the company’s stock after acquiring an additional 45,386 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 0.7% of Valley Forge Investment Consultants Inc. ADV’s portfolio, making the stock its 19th largest position. Valley Forge Investment Consultants Inc. ADV owned 0.05% of Schwab U.S. Aggregate Bond ETF worth $1,953,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Westside Investment Management Inc. increased its position 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 purchasing an additional 558 shares during the last quarter. Archer Investment Corp increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.5% in the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after buying an additional 553 shares during the last quarter. Thompson Investment Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares in the last quarter. Blair William & Co. IL raised its stake in Schwab U.S. Aggregate Bond ETF by 124.4% in the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after buying an additional 673 shares in the last quarter. Finally, Key Financial Inc purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $32,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.6 %

SCHZ opened at $23.13 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The business’s 50-day simple moving average is $22.96 and its 200-day simple moving average is $23.08.

Schwab U.S. Aggregate Bond ETF 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.