Callan Capital LLC Has $7.31 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Callan Capital LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 322,031 shares of the company’s stock after acquiring an additional 161,507 shares during the quarter. Callan Capital LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $7,310,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Private Advisor Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 37.7% during the third quarter. Private Advisor Group LLC now owns 32,164 shares of the company’s stock worth $1,528,000 after purchasing an additional 8,809 shares during the period. FFG Retirement Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 13.9% during the 3rd quarter. FFG Retirement Advisors LLC now owns 285,755 shares of the company’s stock valued at $13,579,000 after buying an additional 34,809 shares during the period. Merkkuri Wealth Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 48.5% during the 3rd quarter. Merkkuri Wealth Advisors LLC now owns 12,159 shares of the company’s stock valued at $578,000 after buying an additional 3,972 shares during the period. Lake Street Advisors Group LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $208,000. Finally, Capital Management Associates Inc acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $2,247,000.

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

Shares of NYSEARCA:SCHZ opened at $22.97 on Friday. The business has a fifty day simple moving average of $22.75 and a 200 day simple moving average of $23.16. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year 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.