Marshall Financial Group Inc. ADV raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,938 shares of the company’s stock after purchasing an additional 1,731 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 1.3% of Marshall Financial Group Inc. ADV’s holdings, making the stock its 17th biggest position. Marshall Financial Group Inc. ADV’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,054,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently added to or reduced their stakes in the company. Principal Securities Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $57,000. Glassman Wealth Services purchased a new position in Schwab U.S. Aggregate Bond ETF in the second quarter valued at approximately $57,000. PNC Financial Services Group Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 1,025.2% in the fourth quarter. PNC Financial Services Group Inc. now owns 1,294 shares of the company’s stock valued at $60,000 after purchasing an additional 1,179 shares during the last quarter. LifeSteps Financial Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the first quarter valued at approximately $63,000. Finally, New Republic Capital LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 37.3% in the fourth quarter. New Republic Capital LLC now owns 1,365 shares of the company’s stock valued at $64,000 after purchasing an additional 371 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ opened at $47.87 on Tuesday. The company’s 50 day simple moving average is $46.80 and its 200-day simple moving average is $45.94. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $48.00.
About Schwab U.S. Aggregate Bond ETF
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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