Schwab U.S. Aggregate Bond ETF $SCHZ Position Boosted by VanderPol Investments L.L.C.

VanderPol Investments L.L.C. lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 39.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 181,981 shares of the company’s stock after buying an additional 51,177 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 7.4% of VanderPol Investments L.L.C.’s portfolio, making the stock its 2nd largest holding. VanderPol Investments L.L.C.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,253,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of SCHZ. CWM LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 2,068.1% during the fourth quarter. CWM LLC now owns 4,022,406 shares of the company’s stock worth $94,004,000 after purchasing an additional 3,836,881 shares during the period. Modern Wealth Management LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $27,064,000. Rockbridge Investment Management LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after acquiring an additional 999,097 shares during the period. NorthRock Partners LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 209,215.9% in the 3rd quarter. NorthRock Partners LLC now owns 935,642 shares of the company’s stock valued at $21,960,000 after acquiring an additional 935,195 shares during the period. Finally, Vestmark Advisory Solutions Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $18,191,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.08 on Thursday. The company’s fifty day simple moving average is $23.24 and its 200-day simple moving average is $23.39. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73.

Schwab U.S. Aggregate Bond ETF Company 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.