Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Raised by Omega Financial Group LLC

Omega Financial Group LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 73,896 shares of the company’s stock after acquiring an additional 1,079 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 1.6% of Omega Financial Group LLC’s holdings, making the stock its 23rd largest position. Omega Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,411,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SCHZ. Capital Investment Advisory Services LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 6.1% during the first quarter. Capital Investment Advisory Services LLC now owns 4,080 shares of the company’s stock worth $191,000 after purchasing an additional 234 shares in the last quarter. Fort Henry Capital LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the 1st quarter. Fort Henry Capital LLC now owns 6,126 shares of the company’s stock valued at $287,000 after purchasing an additional 238 shares in the last quarter. Meridian Wealth Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.1% in the 1st quarter. Meridian Wealth Partners LLC now owns 21,890 shares of the company’s stock worth $1,027,000 after purchasing an additional 240 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 80.9% in the 4th quarter. EverSource Wealth Advisors LLC now owns 539 shares of the company’s stock worth $25,000 after purchasing an additional 241 shares in the last quarter. Finally, Cetera Investment Advisers lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.1% during the fourth quarter. Cetera Investment Advisers now owns 22,622 shares of the company’s stock valued at $1,033,000 after purchasing an additional 244 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.0 %

Schwab U.S. Aggregate Bond ETF stock traded up $0.02 during mid-day trading on Monday, hitting $44.93. The company’s stock had a trading volume of 161,364 shares, compared to its average volume of 760,449. The stock’s fifty day moving average price is $45.45 and its two-hundred day moving average price is $46.09. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.86 and a twelve month high of $47.60.

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.