Embree Financial Group Has $563,000 Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Embree Financial Group decreased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,229 shares of the company’s stock after selling 1,187 shares during the quarter. Embree Financial Group’s holdings in Schwab U.S. Aggregate Bond ETF were worth $563,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $317,000. B. Riley Wealth Advisors Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 93.8% during the fourth quarter. B. Riley Wealth Advisors Inc. now owns 26,889 shares of the company’s stock worth $610,000 after acquiring an additional 13,013 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 98.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 3,436,591 shares of the company’s stock worth $78,011,000 after acquiring an additional 1,704,343 shares during the last quarter. Fulcrum Equity Management lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 92.4% in the fourth quarter. Fulcrum Equity Management now owns 19,585 shares of the company’s stock worth $445,000 after acquiring an additional 9,407 shares during the period. Finally, Marcum Wealth LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the first quarter worth approximately $712,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.41 on Friday. The company has a 50 day simple moving average of $23.27 and a two-hundred day simple moving average of $23.08. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.82.

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.