Fulcrum Equity Management Decreases Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Fulcrum Equity Management reduced its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.4% in the 3rd quarter, HoldingsChannel reports. The fund owned 10,178 shares of the company’s stock after selling 2,147 shares during the quarter. Fulcrum Equity Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $484,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Charles Schwab Trust Co grew its position in shares of Schwab U.S. Aggregate Bond ETF by 87.5% in the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the last quarter. Rockbridge Investment Management LCC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after purchasing an additional 263,472 shares during the last quarter. Total Wealth Planning LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 16.5% during the third quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock worth $79,312,000 after purchasing an additional 236,167 shares during the last quarter. HighTower Advisors LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.3% in the 3rd quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock valued at $69,130,000 after purchasing an additional 99,392 shares during the last quarter. Finally, Theory Financial LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 112.0% in the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after purchasing an additional 660,264 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.70 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The stock’s 50 day moving average price is $23.00 and its 200 day moving average price is $23.23.

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.