Newport Capital Group LLC Acquires 284,283 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Newport Capital Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent disclosure with the SEC. The firm bought 284,283 shares of the company’s stock, valued at approximately $6,423,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 4.3% of Newport Capital Group LLC’s investment portfolio, making the stock its 8th largest holding. Newport Capital Group LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the stock. HORAN Wealth LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 4.0% in the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after buying an additional 447 shares in the last quarter. World Investment Advisors lifted its holdings in Schwab U.S. Aggregate Bond ETF by 4.8% in the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after buying an additional 562 shares during the period. NBT Bank N A NY boosted its position in Schwab U.S. Aggregate Bond ETF by 0.7% during the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock valued at $1,780,000 after acquiring an additional 566 shares in the last quarter. Twin Cities Retirement Group LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after acquiring an additional 574 shares in the last quarter. Finally, PFG Investments LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 6.0% during the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after acquiring an additional 641 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of SCHZ stock traded up $0.01 during midday trading on Friday, reaching $22.29. 2,265,913 shares of the stock were exchanged, compared to its average volume of 2,291,347. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73. The company’s 50 day moving average is $22.48 and its two-hundred day moving average is $22.86.

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.