TruNorth Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,271,246 shares of the company’s stock after buying an additional 56,023 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 5.6% of TruNorth Capital Management LLC’s portfolio, making the stock its 4th biggest position. TruNorth Capital Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $29,709,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Godfrey Financial Associates Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Newport Capital Group LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Rossby Financial LCC lifted its stake in Schwab U.S. Aggregate Bond ETF by 121.1% in the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after buying an additional 590 shares during the last quarter. LGT Financial Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 868.6% in the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock valued at $28,000 after buying an additional 1,051 shares during the last quarter. Finally, Cary Street Partners Financial LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $55,000.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ opened at $23.07 on Friday. The stock’s 50 day simple moving average is $23.15 and its 200-day simple moving average is $23.33. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.75 and a 12-month high of $23.73.
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.
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