Lathrop Investment Management Corp Purchases 4,779 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lathrop Investment Management Corp lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 22.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,320 shares of the company’s stock after acquiring an additional 4,779 shares during the period. Lathrop Investment Management Corp’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,227,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. National Bank of Canada FI lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 57.6% during the 3rd quarter. National Bank of Canada FI now owns 750 shares of the company’s stock worth $33,000 after acquiring an additional 274 shares during the period. Great Waters Wealth Management lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. Great Waters Wealth Management now owns 23,924 shares of the company’s stock worth $1,112,000 after acquiring an additional 295 shares during the period. Stockman Wealth Management Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.4% during the 4th quarter. Stockman Wealth Management Inc. now owns 21,240 shares of the company’s stock worth $990,000 after acquiring an additional 300 shares during the period. Truist Financial Corp lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the 4th quarter. Truist Financial Corp now owns 15,974 shares of the company’s stock worth $745,000 after acquiring an additional 325 shares during the period. Finally, Blossom Wealth Management lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. Blossom Wealth Management now owns 27,128 shares of the company’s stock worth $1,265,000 after acquiring an additional 332 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded up $0.10 on Friday, reaching $44.77. 381,592 shares of the stock were exchanged, compared to its average volume of 881,711. The firm’s 50 day moving average is $45.51 and its 200-day moving average is $45.40. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year 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.