Davis Capital Management Has $146,000 Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Davis Capital Management grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 96.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,422 shares of the company’s stock after acquiring an additional 3,151 shares during the quarter. Davis Capital Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $146,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Semmax Financial Advisors Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 10.8% during the second quarter. Semmax Financial Advisors Inc. now owns 12,585 shares of the company’s stock worth $591,000 after purchasing an additional 1,224 shares in the last quarter. Squarepoint Ops LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 28.6% during the 2nd quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock worth $696,000 after acquiring an additional 3,396 shares during the period. Ascent Group LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 55.1% in the 2nd quarter. Ascent Group LLC now owns 83,353 shares of the company’s stock valued at $3,799,000 after purchasing an additional 29,609 shares in the last quarter. Regal Investment Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 29.1% in the second quarter. Regal Investment Advisors LLC now owns 28,017 shares of the company’s stock valued at $1,277,000 after purchasing an additional 6,308 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 24.8% in the second quarter. B. Riley Wealth Advisors Inc. now owns 15,035 shares of the company’s stock valued at $685,000 after acquiring an additional 2,989 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3 %

Shares of SCHZ opened at $22.79 on Wednesday. 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 $22.87 and a 200-day simple moving average of $23.20.

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.