Shearwater Capital LLC Has $949,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Shearwater Capital LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,789 shares of the company’s stock after purchasing an additional 20,893 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 0.6% of Shearwater Capital LLC’s holdings, making the stock its 18th largest position. Shearwater Capital LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $949,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 3.3% in the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after buying an additional 216 shares during the last quarter. Great Waters Wealth Management increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the 3rd quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after purchasing an additional 329 shares during the last quarter. Western Financial Corp CA increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after purchasing an additional 454 shares during the last quarter. Twele Capital Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.8% during the 3rd quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares in the last quarter. Finally, RDA Financial Network lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. RDA Financial Network now owns 28,726 shares of the company’s stock valued at $1,365,000 after purchasing an additional 475 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ remained flat at $22.59 during trading hours on Wednesday. 711,078 shares of the company were exchanged, compared to its average volume of 1,058,692. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The business has a 50 day moving average of $22.95 and a 200-day moving average of $23.22.

About Schwab U.S. Aggregate Bond ETF

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.