SRH Advisors LLC Increases Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

SRH Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,106 shares of the company’s stock after acquiring an additional 4,553 shares during the period. SRH Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $207,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of SCHZ. Signet Investment Advisory Group Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 108.9% in the 4th quarter. Signet Investment Advisory Group Inc. now owns 35,877 shares of the company’s stock worth $814,000 after purchasing an additional 18,701 shares in the last quarter. Leavell Investment Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 95.3% during the fourth quarter. Leavell Investment Management Inc. now owns 385,045 shares of the company’s stock valued at $8,741,000 after purchasing an additional 187,920 shares in the last quarter. Gradient Capital Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 85.3% during the fourth quarter. Gradient Capital Advisors LLC now owns 34,291 shares of the company’s stock valued at $778,000 after purchasing an additional 15,785 shares during the period. Index Fund Advisors Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 102.6% in the fourth quarter. Index Fund Advisors Inc. now owns 9,988 shares of the company’s stock worth $227,000 after buying an additional 5,059 shares in the last quarter. Finally, Latitude Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 114.9% in the fourth quarter. Latitude Advisors LLC now owns 35,895 shares of the company’s stock worth $815,000 after buying an additional 19,193 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2 %

SCHZ stock opened at $22.78 on Wednesday. The business’s 50-day moving average price is $22.81 and its 200-day moving average price is $23.19. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month 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.