L.K. Benson & Company P.C. Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

L.K. Benson & Company P.C. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, Holdings Channel.com reports. The fund acquired 9,224 shares of the company’s stock, valued at approximately $209,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Joseph Group Capital Management purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $193,000. Vertex Planning Partners LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 306.1% in the third quarter. Vertex Planning Partners LLC now owns 109,816 shares of the company’s stock valued at $5,218,000 after purchasing an additional 82,772 shares in the last quarter. Chesapeake Wealth Management lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the third quarter. Chesapeake Wealth Management now owns 73,882 shares of the company’s stock valued at $3,511,000 after purchasing an additional 4,009 shares in the last quarter. Lowery Thomas LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $2,536,000. Finally, Avior Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 16.1% in the third quarter. Avior Wealth Management LLC now owns 131,630 shares of the company’s stock valued at $6,255,000 after purchasing an additional 18,274 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.09 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The stock has a fifty day moving average of $22.88 and a 200-day moving average of $23.11.

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.