Capital Advisors Ltd. LLC Buys 9,820 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Capital Advisors Ltd. LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,640 shares of the company’s stock after acquiring an additional 9,820 shares during the period. Capital Advisors Ltd. LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $446,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after purchasing an additional 480 shares during the period. Archer Investment Corp acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $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 worth $25,000 after acquiring an additional 558 shares during the period. Pinnacle Family Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 3.2% during the 3rd quarter. Pinnacle Family Advisors LLC now owns 19,157 shares of the company’s stock worth $910,000 after acquiring an additional 592 shares during the last quarter. Finally, Carmichael Hill & Associates Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 33.6% during the third quarter. Carmichael Hill & Associates Inc. now owns 2,447 shares of the company’s stock valued at $116,000 after acquiring an additional 615 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of NYSEARCA:SCHZ opened at $22.97 on Monday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week 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 Company 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.