Joule Financial LLC Increases Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Joule Financial LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 96.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,800 shares of the company’s stock after acquiring an additional 8,745 shares during the period. Joule Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $404,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after acquiring an additional 216 shares during the last quarter. Hollencrest Capital Management boosted its stake in Schwab U.S. Aggregate Bond ETF by 321.1% during the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock worth $31,000 after purchasing an additional 517 shares during the period. AE Wealth Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 1.8% during the 2nd quarter. AE Wealth Management LLC now owns 160,085 shares of the company’s stock worth $7,297,000 after purchasing an additional 2,856 shares during the last quarter. TPG Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the second quarter valued at $6,073,000. Finally, Semmax Financial Advisors Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.8% in the second quarter. Semmax Financial Advisors Inc. now owns 12,585 shares of the company’s stock valued at $591,000 after buying an additional 1,224 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.72 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The firm has a 50-day simple moving average of $22.88 and a 200-day simple moving average of $23.20.

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.