Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Cassady Schiller Wealth Management LLC

Cassady Schiller Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 40,911.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,691 shares of the company’s stock after purchasing an additional 3,682 shares during the period. Cassady Schiller Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $84,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. 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 worth $25,000 after purchasing an additional 558 shares during the period. Archer Investment Corp lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after acquiring an additional 553 shares during the last quarter. Thompson Investment Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after acquiring an additional 1,141 shares during the last quarter. Key Financial Inc acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $32,000. Finally, Modus Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA:SCHZ opened at $23.03 on Monday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The stock has a fifty day moving average of $22.86 and a 200-day moving average of $23.11.

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.