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

Callan Capital LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 322,031 shares of the company’s stock after acquiring an additional 161,507 shares during the period. Callan Capital LLC owned about 0.19% of Schwab U.S. Aggregate Bond ETF worth $7,310,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in SCHZ. Charles Schwab Trust Co boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the period. Total Wealth Planning LLC increased its position in Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after acquiring an additional 1,900,153 shares during the period. McAdam LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after purchasing an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after buying an additional 1,045,592 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $22.97 on Friday. The firm’s 50-day moving average is $22.75 and its two-hundred day moving average is $23.16. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

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.