Phil A. Younker & Associates Ltd. Acquires 101,962 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Phil A. Younker & Associates Ltd. increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.9% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 1,570,095 shares of the company’s stock after acquiring an additional 101,962 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 24.3% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its largest holding. Phil A. Younker & Associates Ltd. owned approximately 0.36% of Schwab U.S. Aggregate Bond ETF worth $36,458,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SCHZ. Rossby Financial LCC increased its stake in Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after acquiring an additional 590 shares during the last quarter. Newport Capital Group LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Godfrey Financial Associates Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. LGT Financial Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the period. Finally, Gilpin Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $28,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.08 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.77 and a 12-month high of $23.73. The company’s 50-day moving average price is $23.12 and its 200 day moving average price is $23.29.

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.