W.H. Cornerstone Investments Inc. Grows Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

W.H. Cornerstone Investments Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 20.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,169 shares of the company’s stock after buying an additional 8,719 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 2.1% of W.H. Cornerstone Investments Inc.’s holdings, making the stock its 9th largest position. W.H. Cornerstone Investments Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,362,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in SCHZ. Capital Investment Advisory Services LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 6.1% in the first quarter. Capital Investment Advisory Services LLC now owns 4,080 shares of the company’s stock valued at $191,000 after purchasing an additional 234 shares during the last quarter. Fort Henry Capital LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the first quarter. Fort Henry Capital LLC now owns 6,126 shares of the company’s stock valued at $287,000 after purchasing an additional 238 shares during the last quarter. Meridian Wealth Partners LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.1% during the first quarter. Meridian Wealth Partners LLC now owns 21,890 shares of the company’s stock worth $1,027,000 after buying an additional 240 shares during the last quarter. Cetera Investment Advisers increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.1% during the fourth quarter. Cetera Investment Advisers now owns 22,622 shares of the company’s stock worth $1,033,000 after buying an additional 244 shares during the last quarter. Finally, Cooper Financial Group increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.6% during the first quarter. Cooper Financial Group now owns 15,653 shares of the company’s stock worth $734,000 after buying an additional 249 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.2 %

SCHZ opened at $44.98 on Tuesday. The firm has a 50-day moving average price of $45.43 and a 200-day moving average price of $46.09. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.86 and a twelve month high of $47.60.

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.