Cannon Financial Strategists Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 100.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,134 shares of the company’s stock after purchasing an additional 5,067 shares during the period. Cannon Financial Strategists Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $230,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors also recently made changes to their positions in the company. Charles Schwab Trust Co boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the period. Total Wealth Planning LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after buying an additional 1,900,153 shares during the period. McAdam LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after buying an additional 1,344,215 shares during the period. Hengehold Capital Management LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after buying an additional 1,089,385 shares during the period. Finally, BlueSky Wealth Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 105.0% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after purchasing an additional 1,045,592 shares during the period.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.81 on Wednesday. The firm has a 50 day simple moving average of $22.77 and a 200 day simple moving average of $23.17. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.
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.
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