Cetera Investment Advisers raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,767,932 shares of the company’s stock after buying an additional 115,427 shares during the quarter. Cetera Investment Advisers owned approximately 0.41% of Schwab U.S. Aggregate Bond ETF worth $41,051,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of the company. CWM LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,068.1% in the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after acquiring an additional 3,836,881 shares during the period. Valpey Financial Services LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 2,295.2% during the 4th quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock worth $87,614,000 after purchasing an additional 3,592,488 shares during the period. Rockbridge Investment Management LCC grew its position in Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares during the last quarter. Pacific Park Financial Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $14,957,000. Finally, Amicus Financial Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $13,423,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA SCHZ opened at $22.79 on Friday. The firm’s fifty day moving average is $23.02 and its two-hundred day moving average is $23.23. Schwab U.S. Aggregate Bond ETF has a one year low of $22.73 and a one year 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.
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