Captrust Financial Advisors Has $2.92 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Captrust Financial Advisors increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 29.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 128,733 shares of the company’s stock after buying an additional 28,964 shares during the period. Captrust Financial Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $2,922,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the stock. JPMorgan Chase & Co. raised its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after acquiring an additional 689,398 shares in the last quarter. ORG Partners LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 51.7% in the fourth quarter. ORG Partners LLC now owns 17,319 shares of the company’s stock worth $393,000 after purchasing an additional 5,906 shares during the period. Brookstone Capital Management raised its stake in Schwab U.S. Aggregate Bond ETF by 112.3% in the fourth quarter. Brookstone Capital Management now owns 90,174 shares of the company’s stock valued at $2,047,000 after purchasing an additional 47,706 shares in the last quarter. Salem Investment Counselors Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 102.2% during the fourth quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after purchasing an additional 1,039 shares during the period. Finally, Wedmont Private Capital grew its stake in Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Wedmont Private Capital now owns 19,610 shares of the company’s stock worth $441,000 after buying an additional 9,805 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.89 on Friday. The firm has a 50 day moving average of $23.02 and a 200-day moving average of $22.95. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month 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.