Cobblestone Capital Advisors LLC NY Lowers Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cobblestone Capital Advisors LLC NY trimmed its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 29.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,128 shares of the company’s stock after selling 4,274 shares during the period. Cobblestone Capital Advisors LLC NY’s holdings in Schwab U.S. Aggregate Bond ETF were worth $230,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in SCHZ. Westside Investment Management Inc. lifted its position 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 acquiring an additional 558 shares in the last quarter. Archer Investment Corp lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.5% in the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after purchasing an additional 553 shares in the last quarter. Thompson Investment Management Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after buying an additional 1,141 shares in the last quarter. Key Financial Inc purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $32,000. Finally, Modus Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $33,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $23.26 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The company’s fifty day moving average price is $22.78 and its 200-day moving average price is $23.15.

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.