Valpey Financial Services LLC Purchases 3,592,488 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Valpey Financial Services LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2,295.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,749,009 shares of the company’s stock after purchasing an additional 3,592,488 shares during the period. Valpey Financial Services LLC owned approximately 0.90% of Schwab U.S. Aggregate Bond ETF worth $87,614,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Godfrey Financial Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Newport Capital Group LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Rossby Financial LCC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after purchasing an additional 590 shares in the last quarter. LGT Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in 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 in the last quarter. Finally, Cloud Capital Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $30,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2%

NYSEARCA:SCHZ opened at $23.15 on Friday. The stock’s 50-day simple moving average is $23.16 and its 200 day simple moving average is $23.35. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.75 and a 52-week high of $23.73.

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.