Nikulski Financial Inc. Makes New Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Nikulski Financial Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 52,924 shares of the company’s stock, valued at approximately $1,170,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. HORAN Wealth LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after acquiring an additional 447 shares during the period. Twin Cities Retirement Group LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after purchasing an additional 574 shares during the period. Plan A Wealth LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after purchasing an additional 710 shares during the period. Stonekeep Investments LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% in the 2nd quarter. Stonekeep Investments LLC now owns 224,356 shares of the company’s stock worth $5,189,000 after purchasing an additional 844 shares in the last quarter. Finally, Quantum Capital Management LLC NJ lifted its holdings in Schwab U.S. Aggregate Bond ETF by 9.1% in the 1st quarter. Quantum Capital Management LLC NJ now owns 11,412 shares of the company’s stock worth $265,000 after purchasing an additional 950 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.25 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73. The stock’s 50 day moving average is $22.34 and its 200 day moving average is $22.93.

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.