Patriot Financial Group Insurance Agency LLC Buys 146,192 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Patriot Financial Group Insurance Agency LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 104.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 285,748 shares of the company’s stock after purchasing an additional 146,192 shares during the period. Patriot Financial Group Insurance Agency LLC owned approximately 0.07% of Schwab U.S. Aggregate Bond ETF worth $6,635,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $317,000. AQR Capital Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.9% during the first quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock valued at $329,000 after buying an additional 1,948 shares during the last quarter. Focus Partners Wealth grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 28.9% during the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after buying an additional 6,326 shares during the last quarter. Diversify Advisory Services LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the second quarter valued at approximately $3,099,000. Finally, Raymond James Financial Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 35.9% in the 2nd quarter. Raymond James Financial Inc. now owns 865,452 shares of the company’s stock worth $20,113,000 after acquiring an additional 228,444 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $23.23 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73. The company has a 50 day moving average of $23.12 and a 200 day moving average of $23.29.

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.