January Capital Advisors LLC Boosts Position in Schwab U.S. Aggregate Bond ETF $SCHZ

January Capital Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 734.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 341,513 shares of the company’s stock after purchasing an additional 300,572 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 6.7% of January Capital Advisors LLC’s portfolio, making the stock its 7th biggest position. January Capital Advisors LLC owned 0.07% of Schwab U.S. Aggregate Bond ETF worth $7,899,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Godfrey Financial Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Newport Capital Group LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. LGT Financial Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the last quarter. Gilpin Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $28,000. Finally, PNC Financial Services Group Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the first quarter valued at about $37,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.67 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.60 and a 12 month high of $23.73. The stock has a 50-day simple moving average of $22.85 and a 200 day simple moving average of $23.09.

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.