Cobblestone Capital Advisors LLC NY decreased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 29.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 10,128 shares of the company’s stock after selling 4,274 shares during the period. Cobblestone Capital Advisors LLC NY’s holdings in Schwab U.S. Aggregate Bond ETF were worth $230,000 at the end of the most recent reporting period.
A number of other hedge funds also recently bought and sold shares of the business. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after purchasing an additional 689,398 shares during the period. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after buying an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after acquiring an additional 263,472 shares during the period. Finally, McAdam LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares during the period.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ opened at $23.26 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The company’s fifty day simple moving average is $22.78 and its 200-day simple moving average is $23.15.
Schwab U.S. Aggregate Bond ETF Company 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.
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