135,252 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by North Forty Two & Co.

North Forty Two & Co. purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 135,252 shares of the company’s stock, valued at approximately $3,070,000. Schwab U.S. Aggregate Bond ETF accounts for about 3.5% of North Forty Two & Co.’s investment portfolio, making the stock its 5th biggest position. North Forty Two & Co. owned approximately 0.08% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the stock. VSM Wealth Advisory LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $4,003,000. ProVise Management Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 79.1% during the 4th quarter. ProVise Management Group LLC now owns 76,807 shares of the company’s stock valued at $1,744,000 after acquiring an additional 33,921 shares during the period. Cassady Schiller Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 40,911.1% during the 4th quarter. Cassady Schiller Wealth Management LLC now owns 3,691 shares of the company’s stock valued at $84,000 after acquiring an additional 3,682 shares during the period. Clearwater Capital Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 89.0% during the 4th quarter. Clearwater Capital Advisors LLC now owns 9,061 shares of the company’s stock valued at $206,000 after acquiring an additional 4,266 shares during the period. Finally, Signaturefd LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 100.9% during the 4th quarter. Signaturefd LLC now owns 7,056 shares of the company’s stock valued at $160,000 after acquiring an additional 3,543 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.09 on Wednesday. The company’s fifty day simple moving average is $22.88 and its two-hundred day simple moving average is $23.11. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

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.