Wakefield Asset Management LLLP Increases Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wakefield Asset Management LLLP raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 28.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 192,466 shares of the company’s stock after acquiring an additional 42,052 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 1.5% of Wakefield Asset Management LLLP’s holdings, making the stock its 7th largest position. Wakefield Asset Management LLLP’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,369,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Private Advisor Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 37.7% during the 3rd quarter. Private Advisor Group LLC now owns 32,164 shares of the company’s stock valued at $1,528,000 after buying an additional 8,809 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock valued at $423,000 after acquiring an additional 480 shares during the period. TNF LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 66.0% during the third quarter. TNF LLC now owns 226,457 shares of the company’s stock valued at $10,761,000 after acquiring an additional 90,064 shares during the last quarter. Oldfather Financial Services LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% during the third quarter. Oldfather Financial Services LLC now owns 35,438 shares of the company’s stock worth $1,684,000 after purchasing an additional 729 shares during the period. Finally, US Bancorp DE grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 26.2% in the third quarter. US Bancorp DE now owns 18,875 shares of the company’s stock worth $897,000 after purchasing an additional 3,913 shares during the last quarter.

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

SCHZ opened at $23.15 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The business has a 50 day simple moving average of $22.77 and a two-hundred day simple moving average of $23.15.

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.