Downshift Financial LLC Acquires New Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Downshift Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 52,523 shares of the company’s stock, valued at approximately $1,229,000. Schwab U.S. Aggregate Bond ETF comprises approximately 0.8% of Downshift Financial LLC’s investment portfolio, making the stock its 22nd biggest position.

A number of other large investors have also added to or reduced their stakes in the stock. Retirement Guys Formula LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 2.2% during the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after buying an additional 432 shares during the last quarter. Maripau Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.2% in the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after acquiring an additional 455 shares during the period. Aptus Capital Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after acquiring an additional 456 shares during the period. M1 Capital Management LLC increased its position in Schwab U.S. Aggregate Bond ETF by 0.4% during the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after acquiring an additional 459 shares during the last quarter. Finally, CoreCap Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF by 11.2% during the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after acquiring an additional 473 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.12 on Friday. The business’s 50-day moving average is $23.13 and its two-hundred day 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.