Lowery Thomas LLC Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Lowery Thomas LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 146.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 131,291 shares of the company’s stock after purchasing an additional 77,929 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 1.9% of Lowery Thomas LLC’s holdings, making the stock its 18th biggest position. Lowery Thomas LLC owned about 0.08% of Schwab U.S. Aggregate Bond ETF worth $2,980,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. NBT Bank N A NY increased its holdings in Schwab U.S. Aggregate Bond ETF by 98.1% during the fourth quarter. NBT Bank N A NY now owns 80,842 shares of the company’s stock valued at $1,835,000 after buying an additional 40,026 shares during the last quarter. Sowell Financial Services LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 92.9% during the 4th quarter. Sowell Financial Services LLC now owns 33,800 shares of the company’s stock valued at $767,000 after acquiring an additional 16,278 shares during the period. Coordinated Financial Services Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $1,127,000. Rialto Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $3,432,000. Finally, Larson Financial Group LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 87.1% during the fourth quarter. Larson Financial Group LLC now owns 487,070 shares of the company’s stock valued at $11,056,000 after purchasing an additional 226,802 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.03 on Monday. The stock has a 50-day simple moving average of $22.83 and a two-hundred day simple moving average of $23.13. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.