Beacon Financial Advisory LLC Has $1.06 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Beacon Financial Advisory LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 135.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,894 shares of the company’s stock after acquiring an additional 26,991 shares during the period. Beacon Financial Advisory LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,064,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the company. Axiom Advisory LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 98.7% during the 3rd quarter. Axiom Advisory LLC now owns 40,424 shares of the company’s stock valued at $1,895,000 after buying an additional 20,075 shares during the last quarter. Dynamic Advisor Solutions LLC grew its position in Schwab U.S. Aggregate Bond ETF by 36.8% in the third quarter. Dynamic Advisor Solutions LLC now owns 11,796 shares of the company’s stock worth $561,000 after acquiring an additional 3,173 shares in the last quarter. Brookstone Capital Management grew its position in Schwab U.S. Aggregate Bond ETF by 43.6% in the third quarter. Brookstone Capital Management now owns 42,468 shares of the company’s stock worth $2,018,000 after acquiring an additional 12,902 shares in the last quarter. Northwest Capital Management Inc increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 180.9% during the 3rd quarter. Northwest Capital Management Inc now owns 99,096 shares of the company’s stock worth $4,709,000 after purchasing an additional 63,814 shares during the last quarter. Finally, Hoxton Planning & Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Hoxton Planning & Management LLC now owns 46,507 shares of the company’s stock valued at $2,210,000 after purchasing an additional 1,495 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.5 %

Shares of NYSEARCA:SCHZ opened at $22.90 on Thursday. The business has a 50-day moving average of $22.84 and a two-hundred day moving average of $23.19. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.

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.