Peak Financial Management Inc. Acquires 150,728 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Peak Financial Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 120.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 275,948 shares of the company’s stock after purchasing an additional 150,728 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.9% of Peak Financial Management Inc.’s investment portfolio, making the stock its 19th biggest position. Peak Financial Management Inc. owned approximately 0.17% of Schwab U.S. Aggregate Bond ETF worth $6,264,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SCHZ. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares during the period. Hengehold Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares in the last quarter. BlueSky Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after purchasing an additional 1,045,592 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after purchasing an additional 689,398 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of SCHZ stock opened at $22.74 on Monday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The stock has a 50 day simple moving average of $22.86 and a two-hundred day simple moving average of $23.20.

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.