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

Magnolia Capital Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,630 shares of the company’s stock after acquiring an additional 51,815 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 1.2% of Magnolia Capital Advisors LLC’s holdings, making the stock its 19th largest holding. Magnolia Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,352,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. HHM Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 101.1% during the 4th quarter. HHM Wealth Advisors LLC now owns 73,715 shares of the company’s stock worth $1,673,000 after acquiring an additional 37,056 shares in the last quarter. Red Tortoise LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 115.5% during the 4th quarter. Red Tortoise LLC now owns 70,631 shares of the company’s stock worth $1,603,000 after purchasing an additional 37,861 shares during the period. Adamsbrown Wealth Consultants LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.1% during the fourth quarter. Adamsbrown Wealth Consultants LLC now owns 62,111 shares of the company’s stock valued at $1,410,000 after acquiring an additional 32,961 shares in the last quarter. Horst & Graben Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 116.4% during the fourth quarter. Horst & Graben Wealth Management LLC now owns 1,528,884 shares of the company’s stock valued at $34,706,000 after acquiring an additional 822,470 shares in the last quarter. Finally, CENTRAL TRUST Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 149.0% during the fourth quarter. CENTRAL TRUST Co now owns 43,522 shares of the company’s stock worth $988,000 after purchasing an additional 26,046 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.83 on Monday. The firm’s 50-day moving average price is $22.85 and its two-hundred day moving average price is $23.19. 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.