4,662 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,662 shares of the company’s stock, valued at approximately $217,000.

A number of other institutional investors have also modified their holdings of the stock. National Bank of Canada FI increased its position in shares of Schwab U.S. Aggregate Bond ETF by 57.6% during the third quarter. National Bank of Canada FI now owns 750 shares of the company’s stock worth $33,000 after acquiring an additional 274 shares during the period. Great Waters Wealth Management increased its position in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. Great Waters Wealth Management now owns 23,924 shares of the company’s stock worth $1,112,000 after acquiring an additional 295 shares during the period. Consolidated Portfolio Review Corp increased its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Consolidated Portfolio Review Corp now owns 8,350 shares of the company’s stock worth $369,000 after acquiring an additional 363 shares during the period. NYL Investors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.6% during the third quarter. NYL Investors LLC now owns 67,700 shares of the company’s stock worth $2,994,000 after acquiring an additional 400 shares during the period. Finally, Kestra Advisory Services LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2.3% during the third quarter. Kestra Advisory Services LLC now owns 18,850 shares of the company’s stock worth $834,000 after acquiring an additional 421 shares during the period.

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

NYSEARCA SCHZ opened at $44.77 on Friday. The firm’s 50 day moving average price is $45.51 and its 200-day moving average price is $45.41. Schwab U.S. Aggregate Bond ETF has a 52-week low of $43.05 and a 52-week high of $47.26.

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.