Northeast Financial Group Inc. Acquires 116,719 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Northeast Financial Group Inc. raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.8% in the 4th quarter, HoldingsChannel reports. The firm owned 221,093 shares of the company’s stock after acquiring an additional 116,719 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.8% of Northeast Financial Group Inc.’s portfolio, making the stock its 16th biggest position. Northeast Financial Group Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,019,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SCHZ. Charles Schwab Trust Co increased its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after purchasing an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC raised its position in Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the last quarter. Hengehold Capital Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 109.0% during the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after acquiring an additional 1,089,385 shares in the last quarter. BlueSky Wealth Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of SCHZ stock opened at $22.89 on Thursday. 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 $22.86 and a two-hundred day simple moving average of $23.20.

Schwab U.S. Aggregate Bond ETF 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.