Nalls Sherbakoff Group LLC Buys Shares of 224,935 Schwab U.S. Aggregate Bond ETF $SCHZ

by · The Markets Daily

Nalls Sherbakoff Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 224,935 shares of the company’s stock, valued at approximately $5,257,000. Schwab U.S. Aggregate Bond ETF comprises 3.8% of Nalls Sherbakoff Group LLC’s investment portfolio, making the stock its 4th biggest holding. Nalls Sherbakoff Group LLC owned about 0.05% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. CWM LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% during the fourth quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after buying an additional 3,836,881 shares during the period. Valpey Financial Services LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 2,295.2% during the fourth quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after buying an additional 3,592,488 shares during the last quarter. Modern Wealth Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $27,064,000. Rockbridge Investment Management LCC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after buying an additional 999,097 shares during the period. Finally, NorthRock Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 209,215.9% in the third quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock valued at $21,960,000 after buying an additional 935,195 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.12 on Friday. The firm’s fifty day simple moving average is $23.13 and its two-hundred day simple moving average is $23.30. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.77 and a 12 month high of $23.73.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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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