Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stake Lessened by W.H. Cornerstone Investments Inc.

W.H. Cornerstone Investments Inc. lessened its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 47.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,636 shares of the company’s stock after selling 23,580 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 1.0% of W.H. Cornerstone Investments Inc.’s portfolio, making the stock its 28th largest position. W.H. Cornerstone Investments Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,242,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in SCHZ. Great Waters Wealth Management lifted its holdings in Schwab U.S. Aggregate Bond ETF by 1.2% in the 4th quarter. Great Waters Wealth Management now owns 23,924 shares of the company’s stock valued at $1,112,000 after acquiring an additional 295 shares during the last quarter. Stockman Wealth Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 1.4% in the 4th quarter. Stockman Wealth Management Inc. now owns 21,240 shares of the company’s stock worth $990,000 after purchasing an additional 300 shares during the last quarter. Truist Financial Corp raised its position in Schwab U.S. Aggregate Bond ETF by 2.1% during the fourth quarter. Truist Financial Corp now owns 15,974 shares of the company’s stock valued at $745,000 after acquiring an additional 325 shares in the last quarter. Blossom Wealth Management boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. Blossom Wealth Management now owns 27,128 shares of the company’s stock worth $1,265,000 after purchasing an additional 332 shares in the last quarter. Finally, Consolidated Portfolio Review Corp boosted its position in Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Consolidated Portfolio Review Corp now owns 8,350 shares of the company’s stock worth $369,000 after purchasing an additional 363 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.5 %

Schwab U.S. Aggregate Bond ETF stock traded up $0.22 on Friday, reaching $45.15. 501,857 shares of the stock were exchanged, compared to its average volume of 872,639. The firm has a fifty day moving average price of $45.44 and a two-hundred day moving average price of $45.46. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.26.

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.