8,886 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by Kelly Financial Group LLC

Kelly Financial Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,886 shares of the company’s stock, valued at approximately $202,000.

Several other hedge funds have also recently modified their holdings of SCHZ. Shared Vision Wealth Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 117.9% during the fourth quarter. Shared Vision Wealth Group LLC now owns 56,828 shares of the company’s stock worth $1,290,000 after acquiring an additional 30,749 shares during the period. Alesco Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 86.4% during the 4th quarter. Alesco Advisors LLC now owns 42,021 shares of the company’s stock valued at $954,000 after purchasing an additional 19,472 shares during the last quarter. Sonoma Private Wealth LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 144.8% during the 4th quarter. Sonoma Private Wealth LLC now owns 30,186 shares of the company’s stock worth $685,000 after purchasing an additional 17,856 shares during the period. Jones Financial Companies Lllp boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 143.4% in the 4th quarter. Jones Financial Companies Lllp now owns 784,954 shares of the company’s stock worth $17,818,000 after buying an additional 462,422 shares during the last quarter. Finally, Modera Wealth Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Modera Wealth Management LLC now owns 55,538 shares of the company’s stock valued at $1,261,000 after buying an additional 27,769 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.26 on Monday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The company has a 50-day simple moving average of $22.78 and a 200 day simple moving average of $23.15.

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.