Newman Dignan & Sheerar Inc. Has $373,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Newman Dignan & Sheerar Inc. reduced its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,450 shares of the company’s stock after selling 489 shares during the period. Newman Dignan & Sheerar Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $373,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SCHZ. Archer Investment Corp acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $26,000. Godsey & Gibb Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $36,000. Westside Investment Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares during the period. Bristlecone Advisors LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $56,000. Finally, Thompson Investment Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after purchasing an additional 1,141 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.89 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The stock has a fifty day simple moving average of $22.78 and a 200 day simple moving average of $23.18.

About Schwab U.S. Aggregate Bond ETF

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.