Cwm LLC Has $94 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Cwm LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2,068.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,022,406 shares of the company’s stock after acquiring an additional 3,836,881 shares during the period. Cwm LLC owned approximately 0.97% of Schwab U.S. Aggregate Bond ETF worth $94,004,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Rossby Financial LCC lifted its position in Schwab U.S. Aggregate Bond ETF by 121.1% during the third quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after purchasing an additional 590 shares during the period. Decker Retirement Planning Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. LGT Financial Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 868.6% during the third quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after purchasing an additional 1,051 shares during the period. Cloud Capital Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $30,000. Finally, Bernard Wealth Management Corp. bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $31,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

SCHZ opened at $23.31 on Thursday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.64 and a twelve month high of $23.73. The company has a 50-day simple moving average of $23.37 and a 200 day simple moving average of $23.43.

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.