Chatterton & Associates Inc. Purchases 61,320 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Chatterton & Associates Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 35.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 232,291 shares of the company’s stock after buying an additional 61,320 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 3.8% of Chatterton & Associates Inc.’s holdings, making the stock its 4th largest holding. Chatterton & Associates Inc. owned 0.05% of Schwab U.S. Aggregate Bond ETF worth $5,405,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Retirement Guys Formula LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.2% in the fourth quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after purchasing an additional 432 shares in the last quarter. Maripau Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after buying an additional 455 shares in the last quarter. Aptus Capital Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after buying an additional 456 shares in the last quarter. M1 Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 0.4% in the 4th quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after buying an additional 459 shares during the last quarter. Finally, CoreCap Advisors LLC raised its position in Schwab U.S. Aggregate Bond ETF by 11.2% in the 4th quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after buying an additional 473 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.5%

NYSEARCA SCHZ opened at $23.19 on Thursday. The firm’s 50 day moving average is $23.12 and its 200-day moving average is $23.29. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.77 and a 12-month high of $23.73.

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.