OMC Financial Services LTD Purchases 29,150 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

OMC Financial Services LTD lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 95.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 59,700 shares of the company’s stock after buying an additional 29,150 shares during the period. OMC Financial Services LTD’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,355,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Bush Investment Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after purchasing an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after buying an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. increased its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after buying an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $234,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.84 on Monday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The stock’s 50-day simple moving average is $22.82 and its 200-day simple moving average is $23.19.

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.