Cetera Investment Advisers Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Cetera Investment Advisers grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,767,932 shares of the company’s stock after purchasing an additional 115,427 shares during the period. Cetera Investment Advisers’ holdings in Schwab U.S. Aggregate Bond ETF were worth $41,051,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. CWM LLC grew its position in Schwab U.S. Aggregate Bond ETF by 2,068.1% in the 4th quarter. CWM LLC now owns 4,022,406 shares of the company’s stock valued at $94,004,000 after buying an additional 3,836,881 shares during the last quarter. Valpey Financial Services LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 2,295.2% in the fourth quarter. Valpey Financial Services LLC now owns 3,749,009 shares of the company’s stock valued at $87,614,000 after purchasing an additional 3,592,488 shares during the period. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% in the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares in the last quarter. Pacific Park Financial Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $14,957,000. Finally, Amicus Financial Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $13,423,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.79 on Friday. The stock has a 50 day simple moving average of $23.02 and a 200-day simple moving average of $23.23. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.73 and a 12-month high of $23.73.

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.