Amicus Financial Advisors LLC Invests $13.42 Million in Schwab U.S. Aggregate Bond ETF $SCHZ

Amicus Financial Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 574,351 shares of the company’s stock, valued at approximately $13,423,000. Schwab U.S. Aggregate Bond ETF makes up about 3.7% of Amicus Financial Advisors LLC’s portfolio, making the stock its 6th largest position. Amicus Financial Advisors LLC owned approximately 0.14% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Godfrey Financial Associates Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. Newport Capital Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Rossby Financial LCC lifted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after buying an additional 590 shares in the last quarter. LGT Financial Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares in the last quarter. Finally, Gilpin Wealth Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $28,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.12 on Friday. The firm’s 50 day simple moving average is $23.13 and its 200-day simple moving average is $23.30. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.77 and a fifty-two week high of $23.73.

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.