Cooper Haims Advisors LLC Grows Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Cooper Haims Advisors LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 33.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 193,504 shares of the company’s stock after buying an additional 48,976 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 1.9% of Cooper Haims Advisors LLC’s holdings, making the stock its 13th largest holding. Cooper Haims Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,699,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. VanderPol Investments L.L.C. increased its stake in Schwab U.S. Aggregate Bond ETF by 39.1% during the 4th quarter. VanderPol Investments L.L.C. now owns 181,981 shares of the company’s stock worth $4,253,000 after buying an additional 51,177 shares during the period. Avantax Planning Partners Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after buying an additional 264,273 shares during the period. Patriot Financial Group Insurance Agency LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 104.8% in the first quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock worth $6,635,000 after acquiring an additional 146,192 shares in the last quarter. Rockbridge Investment Management LCC increased its position in shares of 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 acquiring an additional 999,097 shares during the period. Finally, Amicus Financial Advisors LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth $13,423,000.

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

Shares of NYSEARCA SCHZ opened at $22.77 on Tuesday. The business’s fifty day simple moving average is $22.89 and its 200-day simple moving average is $23.12. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.69 and a 12-month high of $23.73.

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.