Townsend Asset Management Corp NC ADV Has $60,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Townsend Asset Management Corp NC ADV increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 102.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,622 shares of the company’s stock after buying an additional 1,325 shares during the period. Townsend Asset Management Corp NC ADV’s holdings in Schwab U.S. Aggregate Bond ETF were worth $60,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SCHZ. US Bancorp DE increased its holdings 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 acquiring an additional 3,913 shares in the last quarter. Maia Wealth LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 86.7% during the 3rd 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 acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $303,000. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares in the last quarter. Finally, Mayflower Financial Advisors LLC grew its holdings 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 buying an additional 13,939 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

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’s 50-day moving average is $22.81 and its 200 day moving average is $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.