Kohmann Bosshard Financial Services LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,183,701 shares of the company’s stock after purchasing an additional 240,088 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 6.3% of Kohmann Bosshard Financial Services LLC’s portfolio, making the stock its 4th biggest position. Kohmann Bosshard Financial Services LLC owned approximately 0.74% of Schwab U.S. Aggregate Bond ETF worth $73,990,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently modified their holdings of the stock. Newport Capital Group LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Godfrey Financial Associates Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. LGT Financial Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after acquiring an additional 1,051 shares in the last quarter. Gilpin Wealth Management LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $28,000. Finally, CIBC Private Wealth Group LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1,165.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 2,024 shares of the company’s stock worth $47,000 after acquiring an additional 1,864 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.4%
NYSEARCA SCHZ opened at $23.13 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73. The company has a fifty day moving average price of $23.11 and a 200-day moving average price of $23.29.
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.
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