MorganRosel Wealth Management LLC Buys 182,457 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

MorganRosel Wealth Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 102.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 360,128 shares of the company’s stock after acquiring an additional 182,457 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 2.7% of MorganRosel Wealth Management LLC’s portfolio, making the stock its 8th largest holding. MorganRosel Wealth Management LLC owned about 0.22% of Schwab U.S. Aggregate Bond ETF worth $8,175,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Westside Investment Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares during the last quarter. Archer Investment Corp increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after acquiring an additional 553 shares during the period. Thompson Investment Management Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after acquiring an additional 1,141 shares during the period. Key Financial Inc acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $32,000. Finally, Modus Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $33,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.00 on Tuesday. The company’s 50-day simple moving average is $22.75 and its 200-day simple moving average is $23.16. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.