Cherry Tree Wealth Management LLC Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cherry Tree Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 99.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 75,334 shares of the company’s stock after buying an additional 37,629 shares during the period. Cherry Tree Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,710,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. Private Advisor Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 37.7% in the 3rd quarter. Private Advisor Group LLC now owns 32,164 shares of the company’s stock worth $1,528,000 after purchasing an additional 8,809 shares in the last quarter. Lake Street Advisors Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth about $208,000. Mirae Asset Global Investments Co. Ltd. lifted its holdings in 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 worth $423,000 after buying an additional 480 shares during the period. Bristlecone Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $56,000. Finally, TruNorth Capital Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 8.2% during the third quarter. TruNorth Capital Management LLC now owns 674,065 shares of the company’s stock worth $32,032,000 after acquiring an additional 50,850 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

NYSEARCA:SCHZ opened at $22.97 on Monday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15. The company’s 50 day moving average price is $22.75 and its 200-day moving average price is $23.16.

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.