Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Omega Financial Group LLC

Omega Financial Group LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.5% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 65,497 shares of the company’s stock after acquiring an additional 1,613 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 1.2% of Omega Financial Group LLC’s investment portfolio, making the stock its 27th biggest position. Omega Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,013,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of SCHZ. Cerity Partners LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 4,670.8% during the fourth quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock worth $200,397,000 after purchasing an additional 4,208,425 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4,218.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock worth $107,015,000 after buying an additional 2,363,488 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 9.0% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock worth $1,250,351,000 after buying an additional 2,206,210 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 34.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock valued at $116,896,000 after acquiring an additional 640,151 shares during the last quarter. Finally, Alliance Wealth Management Group purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $23,755,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $44.61 on Monday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $43.05 and a 12-month high of $47.00. The company has a 50-day moving average of $45.39 and a two-hundred day moving average of $45.74.

About Schwab U.S. Aggregate Bond ETF

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.