Heritage Oak Wealth Advisors LLC Acquires New Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Heritage Oak Wealth Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, HoldingsChannel.com reports. The firm bought 17,264 shares of the company’s stock, valued at approximately $392,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHZ. Schneider Downs Wealth Management Advisors LP boosted its holdings in Schwab U.S. Aggregate Bond ETF by 96.3% in the fourth quarter. Schneider Downs Wealth Management Advisors LP now owns 26,091 shares of the company’s stock valued at $592,000 after purchasing an additional 12,798 shares during the period. MKD Wealth Coaches LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $218,000. Apriem Advisors boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 99.3% in the 4th quarter. Apriem Advisors now owns 426,245 shares of the company’s stock valued at $9,676,000 after buying an additional 212,423 shares during the period. Nwam LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 87.3% during the fourth quarter. Nwam LLC now owns 73,795 shares of the company’s stock worth $1,675,000 after buying an additional 34,397 shares in the last quarter. Finally, Advisor OS LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 99.4% during the fourth quarter. Advisor OS LLC now owns 202,482 shares of the company’s stock worth $4,596,000 after buying an additional 100,950 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Schwab U.S. Aggregate Bond ETF stock opened at $23.18 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The company has a fifty day simple moving average of $22.76 and a 200-day simple moving average of $23.15.

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.