Daviman Financial LLC Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Daviman Financial LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 389,946 shares of the company’s stock, valued at approximately $9,113,000. Schwab U.S. Aggregate Bond ETF comprises about 5.3% of Daviman Financial LLC’s investment portfolio, making the stock its 5th largest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. CWM LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% during the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after buying an additional 3,836,881 shares during the last quarter. Modern Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $27,064,000. Rockbridge Investment Management LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th 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 last quarter. NorthRock Partners LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% during the 3rd 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 last quarter. Finally, Vestmark Advisory Solutions Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $18,191,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of NYSEARCA SCHZ opened at $23.00 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.74 and a one year high of $23.73. The business’s fifty day moving average price is $23.18 and its 200-day moving average price is $23.36.

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.