James Investment Research Inc. Acquires 107,424 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

James Investment Research Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 107,424 shares of the company’s stock, valued at approximately $2,374,000.

A number of other hedge funds have also recently bought and sold shares of the company. Rockbridge Investment Management LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares during the period. Avantax Planning Partners Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares during the last quarter. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after acquiring an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after acquiring an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2%

Schwab U.S. Aggregate Bond ETF stock opened at $22.42 on Friday. The business’s 50-day simple moving average is $22.43 and its 200 day simple moving average is $22.83. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73.

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.