Vestmark Advisory Solutions Inc. Purchases 91,352 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Vestmark Advisory Solutions Inc. lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 11.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 866,448 shares of the company’s stock after buying an additional 91,352 shares during the period. Vestmark Advisory Solutions Inc. owned about 0.21% of Schwab U.S. Aggregate Bond ETF worth $20,249,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Rossby Financial LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 121.1% in the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock valued at $25,000 after buying an additional 590 shares in the last quarter. LGT Financial Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares in the last quarter. Cloud Capital Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $30,000. Cape Investment Advisory Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 101,400.0% during the 3rd quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock worth $71,000 after purchasing an additional 3,042 shares in the last quarter. Finally, WFA of San Diego LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth about $83,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

SCHZ stock opened at $22.99 on Friday. The stock has a 50-day moving average price of $23.18 and a two-hundred day moving average price of $23.36. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.64 and a 1 year high of $23.73.

Schwab U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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