Oarsman Capital Inc. Boosts Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Oarsman Capital Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2,413.9% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 3,355,112 shares of the company’s stock after buying an additional 3,221,648 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 5.8% of Oarsman Capital Inc.’s investment portfolio, making the stock its 3rd biggest holding. Oarsman Capital Inc. owned about 0.73% of Schwab U.S. Aggregate Bond ETF worth $77,604,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Newport Capital Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. Godfrey Financial Associates Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. LGT Financial Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 868.6% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after acquiring an additional 1,051 shares during the period. Gilpin Wealth Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $28,000. Finally, PNC Financial Services Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $37,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.79 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.69 and a 1 year high of $23.73. The stock’s 50 day simple moving average is $22.90 and its 200-day simple moving average is $23.12.

Schwab U.S. Aggregate Bond ETF Company 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.