Cutler Investment Counsel LLC Has $883,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cutler Investment Counsel LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 180.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,880 shares of the company’s stock after acquiring an additional 25,024 shares during the period. Cutler Investment Counsel LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $883,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Western Financial Corp CA grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock worth $1,061,000 after acquiring an additional 454 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock worth $423,000 after acquiring an additional 480 shares during the last quarter. Archer Investment Corp bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $26,000. Westside Investment Management Inc. raised 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 valued at $25,000 after acquiring an additional 558 shares during the period. Finally, RBA Wealth Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 7.0% in the third quarter. RBA Wealth Management LLC now owns 8,905 shares of the company’s stock valued at $423,000 after purchasing an additional 580 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.89 on Monday. The business has a fifty day simple moving average of $22.78 and a 200 day simple moving average of $23.18. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year 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.