Valpey Financial Services LLC Takes $3.48 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Valpey Financial Services LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 149,756 shares of the company’s stock, valued at approximately $3,480,000. Schwab U.S. Aggregate Bond ETF accounts for about 2.4% of Valpey Financial Services LLC’s portfolio, making the stock its 16th largest position.

A number of other hedge funds and other institutional investors also recently modified their holdings of SCHZ. Jane Street Group LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 1,165.6% in the 1st quarter. Jane Street Group LLC now owns 2,274,341 shares of the company’s stock valued at $52,674,000 after acquiring an additional 2,094,632 shares during the period. Ascent Group LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 260.0% in the 1st quarter. Ascent Group LLC now owns 1,291,417 shares of the company’s stock valued at $29,909,000 after acquiring an additional 932,671 shares during the period. Vident Advisory LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 145.3% in the 1st quarter. Vident Advisory LLC now owns 1,109,646 shares of the company’s stock valued at $25,699,000 after acquiring an additional 657,360 shares during the period. ZynergyRetirementPlanningLLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 107.2% in the 1st quarter. ZynergyRetirementPlanningLLC now owns 1,164,805 shares of the company’s stock valued at $26,441,000 after acquiring an additional 602,579 shares during the period. Finally, JPMorgan Chase & Co. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after acquiring an additional 546,711 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of SCHZ stock opened at $23.45 on Monday. The company has a 50-day simple moving average of $23.32 and a 200 day simple moving average of $23.09. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.65.

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.