Western Financial Corp CA Acquires New Shares in Schwab U.S. Aggregate Bond ETF $SCHZ

Western Financial Corp CA acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 27,786 shares of the company’s stock, valued at approximately $614,000.

Several other large investors have also recently bought and sold shares of the company. Rockbridge Investment Management LCC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares during the period. Charles Schwab Trust Co grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after buying an additional 186,945 shares during the period. Envestnet Asset Management Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after buying an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after buying an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock traded up $0.01 during midday trading on Wednesday, hitting $22.16. 2,694,216 shares of the company’s stock were exchanged, compared to its average volume of 2,294,432. The stock’s fifty day moving average price is $22.51 and its 200-day moving average price is $22.87. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year 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.