Schwab U.S. Aggregate Bond ETF $SCHZ is TruNorth Capital Management LLC’s 4th Largest Position

TruNorth Capital Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,271,246 shares of the company’s stock after purchasing an additional 56,023 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 5.6% of TruNorth Capital Management LLC’s portfolio, making the stock its 4th biggest position. TruNorth Capital Management LLC owned approximately 0.31% of Schwab U.S. Aggregate Bond ETF worth $29,709,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Rockbridge Investment Management LCC lifted its stake in Schwab U.S. Aggregate Bond ETF by 12.6% during the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after purchasing an additional 264,273 shares during the last quarter. Charles Schwab Trust Co lifted its stake in Schwab U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after buying an additional 268,364 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. lifted its stake in Schwab U.S. Aggregate Bond ETF by 10.7% in the third quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after buying an additional 524,573 shares during the last quarter.

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

Shares of NYSEARCA SCHZ opened at $23.07 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.75 and a twelve month high of $23.73. The stock has a 50 day moving average of $23.15 and a two-hundred day moving average of $23.33.

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.