Kohmann Bosshard Financial Services LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.2% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 3,183,701 shares of the company’s stock after purchasing an additional 240,088 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 6.3% of Kohmann Bosshard Financial Services LLC’s holdings, making the stock its 4th largest holding. Kohmann Bosshard Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $73,990,000 at the end of the most recent reporting period.
Several other hedge funds have also recently made changes to their positions in SCHZ. Daviman Financial LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 1.9% in the 1st quarter. Daviman Financial LLC now owns 397,508 shares of the company’s stock valued at $9,230,000 after acquiring an additional 7,562 shares during the period. Caliber Wealth Management LLC KS boosted its position in Schwab U.S. Aggregate Bond ETF by 8.3% during the first quarter. Caliber Wealth Management LLC KS now owns 10,768 shares of the company’s stock worth $250,000 after purchasing an additional 822 shares during the period. Mayflower Financial Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 5.4% during the first quarter. Mayflower Financial Advisors LLC now owns 465,472 shares of the company’s stock worth $10,808,000 after purchasing an additional 23,718 shares during the period. Forum Financial Management LP boosted its position in Schwab U.S. Aggregate Bond ETF by 20.2% during the first quarter. Forum Financial Management LP now owns 11,104 shares of the company’s stock worth $258,000 after purchasing an additional 1,867 shares during the period. Finally, Fairway Wealth LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter worth about $310,000.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $23.13 on Wednesday. The company’s 50 day moving average is $23.11 and its 200-day moving average is $23.29. 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 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.
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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
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