Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Lifted by Shearwater Capital LLC

Shearwater Capital LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 41,789 shares of the company’s stock after acquiring an additional 20,893 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 0.6% of Shearwater Capital LLC’s holdings, making the stock its 18th largest position. Shearwater Capital LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $949,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $26,000. Hollencrest Capital Management grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 321.1% during the second quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock valued at $31,000 after buying an additional 517 shares in the last quarter. Modus Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $33,000. Sound Income Strategies LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $35,000. Finally, Godsey & Gibb Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $36,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ remained flat at $22.59 during trading hours on Wednesday. The stock had a trading volume of 711,078 shares, compared to its average volume of 1,058,692. The firm has a fifty day moving average of $22.95 and a 200 day moving average of $23.22. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year 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.