WealthTrak Capital Management LLC Acquires Shares of 38,963 Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

WealthTrak Capital Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 38,963 shares of the company’s stock, valued at approximately $884,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Westside Investment Management Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the period. Archer Investment Corp lifted its stake in shares of 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 acquiring an additional 553 shares during the period. Thompson Investment Management Inc. boosted 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 valued at $27,000 after acquiring an additional 1,141 shares in the last quarter. Blair William & Co. IL increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after acquiring an additional 673 shares during the period. Finally, Key Financial Inc purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $32,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $23.13 on Friday. The company has a 50-day moving average price of $22.96 and a 200 day moving average price of $23.08. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

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.