Nabity Jensen Investment Management Inc Acquires New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Nabity Jensen Investment Management Inc bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 161,339 shares of the company’s stock, valued at approximately $3,566,000. Schwab U.S. Aggregate Bond ETF comprises about 2.2% of Nabity Jensen Investment Management Inc’s portfolio, making the stock its 12th biggest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Rockbridge Investment Management LCC raised its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. lifted its holdings in 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 purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 5.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

Schwab U.S. Aggregate Bond ETF stock opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73. The company has a fifty day simple moving average of $22.43 and a 200-day simple moving average of $22.83.

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.