Freestone Capital Holdings LLC Buys 128,294 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Freestone Capital Holdings LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 82.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,307 shares of the company’s stock after buying an additional 128,294 shares during the period. Freestone Capital Holdings LLC owned 0.17% of Schwab U.S. Aggregate Bond ETF worth $6,454,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. US Bancorp DE increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 26.2% during the third quarter. US Bancorp DE now owns 18,875 shares of the company’s stock valued at $897,000 after purchasing an additional 3,913 shares in the last quarter. Maia Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 86.7% during the third quarter. Maia Wealth LLC now owns 99,367 shares of the company’s stock valued at $4,722,000 after purchasing an additional 46,152 shares in the last quarter. Concurrent Investment Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $303,000. Rockbridge Investment Management LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after purchasing an additional 263,472 shares in the last quarter. Finally, Mayflower Financial Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.4% during the third quarter. Mayflower Financial Advisors LLC now owns 179,063 shares of the company’s stock valued at $8,509,000 after purchasing an additional 13,939 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

Shares of NYSEARCA SCHZ opened at $23.10 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company has a 50 day simple moving average of $22.81 and a two-hundred day simple moving average of $23.14.

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.