HC Advisors LLC Has $3.98 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

HC Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 175,384 shares of the company’s stock after purchasing an additional 87,684 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 3.2% of HC Advisors LLC’s portfolio, making the stock its 11th largest holding. HC Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,981,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Charles Schwab Trust Co increased 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 worth $133,903,000 after purchasing an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC increased 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 worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. McAdam LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 94.4% during the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after purchasing an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 109.0% during the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after purchasing an additional 1,089,385 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after purchasing an additional 1,045,592 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.15 on Friday. The stock has a 50 day moving average price of $22.77 and a two-hundred day moving average price of $23.15. 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.