Pacific Capital Wealth Advisors Inc. Acquires 12,498 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Pacific Capital Wealth Advisors Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,996 shares of the company’s stock after purchasing an additional 12,498 shares during the period. Pacific Capital Wealth Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $567,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in SCHZ. Great Waters Wealth Management boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.4% in the third quarter. Great Waters Wealth Management now owns 24,634 shares of the company’s stock worth $1,171,000 after acquiring an additional 329 shares in the last quarter. Western Financial Corp CA raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.1% in the third quarter. Western Financial Corp CA now owns 22,318 shares of the company’s stock valued at $1,061,000 after purchasing an additional 454 shares during the last quarter. Twele Capital Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1.8% during the third quarter. Twele Capital Management Inc. now owns 26,181 shares of the company’s stock valued at $1,244,000 after purchasing an additional 459 shares in the last quarter. RDA Financial Network boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% during the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock worth $1,365,000 after purchasing an additional 475 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 3rd 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 in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.5 %

Shares of SCHZ opened at $22.86 on Tuesday. The stock has a 50 day moving average of $22.86 and a 200 day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.

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.