Compass Financial Group INC SD Acquires 43,262 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Compass Financial Group INC SD raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 21.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 242,926 shares of the company’s stock after buying an additional 43,262 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 0.8% of Compass Financial Group INC SD’s portfolio, making the stock its 15th largest position. Compass Financial Group INC SD owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $5,677,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Rossby Financial LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after acquiring an additional 590 shares during the period. Decker Retirement Planning Inc. bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $26,000. LGT Financial Advisors LLC raised its position 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 acquiring an additional 1,051 shares in the last quarter. Cloud Capital Management LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $30,000. Finally, Bernard Wealth Management Corp. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $31,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.36 on Friday. The business’s 50 day moving average price is $23.37 and its 200-day moving average price is $23.43. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73.

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.