Opes Wealth Management LLC Has $13.53 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Opes Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 255,313 shares of the company’s stock after acquiring an additional 7,141 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 9.2% of Opes Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Opes Wealth Management LLC owned approximately 0.21% of Schwab U.S. Aggregate Bond ETF worth $13,532,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of SCHZ. Reston Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.7% in the 2nd quarter. Reston Wealth Management LLC now owns 29,265 shares of the company’s stock worth $1,551,000 after purchasing an additional 214 shares during the period. Optimum Investment Advisors boosted its stake in Schwab U.S. Aggregate Bond ETF by 22.2% in the 1st quarter. Optimum Investment Advisors now owns 1,251 shares of the company’s stock worth $65,000 after purchasing an additional 227 shares during the period. Harborview Advisors LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.3% in the 1st quarter. Harborview Advisors LLC now owns 5,886 shares of the company’s stock worth $305,000 after purchasing an additional 244 shares during the period. Toth Financial Advisory Corp boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the 1st quarter. Toth Financial Advisory Corp now owns 9,268 shares of the company’s stock worth $481,000 after purchasing an additional 262 shares during the period. Finally, Weik Capital Management boosted its stake in Schwab U.S. Aggregate Bond ETF by 6.7% in the 1st quarter. Weik Capital Management now owns 5,040 shares of the company’s stock worth $261,000 after purchasing an additional 315 shares during the period.

Shares of NYSEARCA:SCHZ traded down $0.08 on Friday, hitting $53.56. The company’s stock had a trading volume of 301,741 shares, compared to its average volume of 612,824. The firm’s 50-day moving average price is $52.98. Schwab U.S. Aggregate Bond ETF has a 1 year low of $49.47 and a 1 year high of $53.89.

Featured Story: How Investors Can Profit from Options Trading

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.