Nalls Sherbakoff Group LLC Invests $5.26 Million in Schwab U.S. Aggregate Bond ETF $SCHZ

Nalls Sherbakoff Group LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 224,935 shares of the company’s stock, valued at approximately $5,257,000. Schwab U.S. Aggregate Bond ETF makes up 3.8% of Nalls Sherbakoff Group LLC’s holdings, making the stock its 4th largest position.

A number of other institutional investors also recently modified their holdings of SCHZ. Rossby Financial LCC boosted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after acquiring an additional 590 shares in the last quarter. Newport Capital Group LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Godfrey Financial Associates Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. LGT Financial Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after purchasing an additional 1,051 shares during the period. Finally, Gilpin Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $28,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.12 on Friday. The company’s 50-day moving average is $23.13 and its 200-day moving average is $23.30. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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