Greg Jennings LLC Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Greg Jennings LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 83,607 shares of the company’s stock, valued at approximately $1,848,000. Schwab U.S. Aggregate Bond ETF makes up about 1.2% of Greg Jennings LLC’s investment portfolio, making the stock its 21st largest position.

A number of other large investors have also recently added to or reduced their stakes in the business. Bangor Savings Bank acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $1,847,000. Graves Light Lenhart Wealth Inc. acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $1,090,000. Firethorn Wealth Partners LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $1,722,000. January Capital Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 734.2% in the 2nd quarter. January Capital Advisors LLC now owns 341,513 shares of the company’s stock valued at $7,899,000 after purchasing an additional 300,572 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 104.8% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock valued at $6,635,000 after acquiring an additional 146,192 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of NYSEARCA SCHZ traded down $0.06 during midday trading on Monday, hitting $22.23. The stock had a trading volume of 2,225,099 shares, compared to its average volume of 2,291,015. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The company’s 50-day simple moving average is $22.48 and its 200 day simple moving average is $22.86.

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.