TruNorth Capital Management LLC Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

TruNorth Capital Management LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 69.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,140,638 shares of the company’s stock after purchasing an additional 466,573 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 336.0% of TruNorth Capital Management LLC’s investment portfolio, making the stock its 4th largest position. TruNorth Capital Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $25,892,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,890 shares of the company’s stock worth $423,000 after buying an additional 480 shares during the period. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $26,000. Westside Investment Management Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after acquiring an additional 558 shares in the last quarter. Pinnacle Family Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.2% in the third quarter. Pinnacle Family Advisors LLC now owns 19,157 shares of the company’s stock worth $910,000 after purchasing an additional 592 shares during the period. Finally, Carmichael Hill & Associates Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 33.6% during the third quarter. Carmichael Hill & Associates Inc. now owns 2,447 shares of the company’s stock valued at $116,000 after purchasing an additional 615 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

SCHZ stock opened at $23.00 on Tuesday. The firm has a 50 day moving average price of $22.75 and a 200-day moving average price of $23.16. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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