HBK Sorce Advisory LLC Boosts Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

HBK Sorce Advisory LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,363 shares of the company’s stock after acquiring an additional 9,181 shares during the quarter. HBK Sorce Advisory LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $417,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in SCHZ. Westside Investment Management Inc. increased its stake in shares of 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 worth $25,000 after buying an additional 558 shares during the period. Archer Investment Corp increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.5% in the fourth quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after buying an additional 553 shares during the period. Thompson Investment Management Inc. increased its stake in shares of 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 worth $27,000 after buying an additional 1,141 shares during the period. Key Financial Inc purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $32,000. Finally, Modus Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $33,000.

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

Shares of NYSEARCA SCHZ opened at $23.03 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The firm’s fifty day moving average is $22.86 and its 200 day moving average is $23.12.

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.