Phocas Financial Corp. Has $526,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Phocas Financial Corp. reduced its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 29.6% in the 4th quarter, HoldingsChannel reports. The fund owned 11,521 shares of the company’s stock after selling 4,835 shares during the period. Phocas Financial Corp.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $526,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHZ. CoreCap Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the second quarter worth $40,000. SRS Capital Advisors Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $40,000. US Bancorp DE increased its position in shares of Schwab U.S. Aggregate Bond ETF by 23.9% during the first quarter. US Bancorp DE now owns 1,555 shares of the company’s stock worth $79,000 after buying an additional 300 shares during the period. Clearstead Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 39.3% during the third quarter. Clearstead Advisors LLC now owns 1,944 shares of the company’s stock worth $88,000 after buying an additional 548 shares during the period. Finally, Oliver Lagore Vanvalin Investment Group increased its position in shares of Schwab U.S. Aggregate Bond ETF by 278.6% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 2,215 shares of the company’s stock worth $106,000 after buying an additional 1,630 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Up 0.8 %

SCHZ opened at $46.87 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.86 and a twelve month high of $51.06. The company has a fifty day moving average of $46.51 and a 200-day moving average of $46.04.

About Schwab U.S. Aggregate Bond ETF

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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.