TruNorth Capital Management LLC Buys 28,486 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

TruNorth Capital Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,169,124 shares of the company’s stock after purchasing an additional 28,486 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 6.7% of TruNorth Capital Management LLC’s investment portfolio, making the stock its 4th largest position. TruNorth Capital Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $27,077,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. JPMorgan Chase & Co. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after purchasing an additional 5,390,455 shares during the period. Ameriprise Financial Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 108.0% during the 4th quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock worth $195,933,000 after purchasing an additional 4,481,369 shares during the period. Avantax Planning Partners Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 4.2% in the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock valued at $157,208,000 after acquiring an additional 276,661 shares during the last quarter. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 120.1% in the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after acquiring an additional 3,421,595 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. grew its stake in Schwab U.S. Aggregate Bond ETF by 100.8% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after acquiring an additional 2,545,098 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.98 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $24.15. The company’s 50-day moving average price is $22.94 and its 200 day moving average price is $22.92.

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.