Grey Fox Wealth Advisors LLC Raises Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Grey Fox Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 129.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 153,925 shares of the company’s stock after purchasing an additional 86,885 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 1.0% of Grey Fox Wealth Advisors LLC’s portfolio, making the stock its 18th largest holding. Grey Fox Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,494,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in the stock. Cedar Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 30.1% during the 3rd quarter. Cedar Wealth Management LLC now owns 37,956 shares of the company’s stock worth $1,804,000 after acquiring an additional 8,788 shares during the last quarter. Lathrop Investment Management Corp lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 15.6% in the third quarter. Lathrop Investment Management Corp now owns 32,348 shares of the company’s stock worth $1,537,000 after buying an additional 4,372 shares in the last quarter. Nwam LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth about $1,872,000. Cerity Partners LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 155.7% during the 3rd quarter. Cerity Partners LLC now owns 178,681 shares of the company’s stock worth $8,491,000 after acquiring an additional 108,811 shares in the last quarter. Finally, Towercrest Capital Management lifted its position in Schwab U.S. Aggregate Bond ETF by 1.6% during the third quarter. Towercrest Capital Management now owns 551,284 shares of the company’s stock valued at $26,197,000 after purchasing an additional 8,417 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.14 on Thursday. The business has a fifty day moving average of $22.89 and a 200 day moving average of $23.11. 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

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.