Compass Financial Management LLC Purchases New Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Compass Financial Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 134,277 shares of the company’s stock, valued at approximately $3,106,000.

Other institutional investors also recently bought and sold shares of the company. Newport Capital Group LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $25,000. LGT Financial Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after buying an additional 1,051 shares during the period. Gilpin Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $28,000. Finally, PNC Financial Services Group Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter worth $37,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.77 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.69 and a 12 month high of $23.73. The stock’s fifty day moving average price is $22.93 and its 200-day moving average price is $23.14.

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.