Foundations Investment Advisors LLC Grows Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Foundations Investment Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 134.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 106,580 shares of the company’s stock after purchasing an additional 61,199 shares during the quarter. Foundations Investment Advisors LLC owned 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,419,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Archer Investment Corp bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at about $26,000. Sound Income Strategies LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $35,000. Godsey & Gibb Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $36,000. Westside Investment Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $56,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.86 on Wednesday. The company’s 50 day moving average price is $22.86 and its 200-day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

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.