Hengehold Capital Management LLC Has $47.41 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Hengehold Capital Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 109.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,088,600 shares of the company’s stock after purchasing an additional 1,089,385 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 4.5% of Hengehold Capital Management LLC’s portfolio, making the stock its 4th biggest holding. Hengehold Capital Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $47,411,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Financial Designs Corp increased its stake in Schwab U.S. Aggregate Bond ETF by 114.2% during the fourth quarter. Financial Designs Corp now owns 110,653 shares of the company’s stock valued at $2,512,000 after acquiring an additional 59,000 shares during the period. Apeiron RIA LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 117.6% during the 4th quarter. Apeiron RIA LLC now owns 182,028 shares of the company’s stock worth $4,132,000 after purchasing an additional 98,394 shares in the last quarter. Fiduciary Family Office LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $474,000. Avior Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 104.8% during the fourth quarter. Avior Wealth Management LLC now owns 269,553 shares of the company’s stock valued at $6,119,000 after purchasing an additional 137,923 shares during the period. Finally, D.B. Root & Company LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.2% in the fourth quarter. D.B. Root & Company LLC now owns 17,708 shares of the company’s stock valued at $402,000 after purchasing an additional 8,865 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %

SCHZ opened at $22.71 on Friday. The firm’s fifty day moving average price is $22.87 and its two-hundred day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.

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.