Cherry Tree Wealth Management LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 99.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 75,334 shares of the company’s stock after acquiring an additional 37,629 shares during the period. Cherry Tree Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,710,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of SCHZ. Westside Investment Management Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after buying 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% in the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after acquiring an additional 553 shares in the last quarter. Thompson Investment Management Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after acquiring an additional 1,141 shares during the period. Key Financial Inc purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $32,000. Finally, Modus Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $33,000.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA SCHZ opened at $22.97 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The stock’s 50 day moving average is $22.75 and its 200 day moving average is $23.16.
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.
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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).
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