Leavell Investment Management Inc. Buys 187,920 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Leavell Investment Management Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 95.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 385,045 shares of the company’s stock after acquiring an additional 187,920 shares during the quarter. Leavell Investment Management Inc. owned about 0.23% of Schwab U.S. Aggregate Bond ETF worth $8,741,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Western Financial Corp CA raised its stake 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 acquiring an additional 454 shares during the period. RDA Financial Network raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.7% in the third quarter. RDA Financial Network now owns 28,726 shares of the company’s stock valued at $1,365,000 after acquiring an additional 475 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of 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 valued at $423,000 after acquiring an additional 480 shares during the period. Archer Investment Corp purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at $26,000. Finally, Westside Investment Management Inc. raised 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 valued at $25,000 after acquiring an additional 558 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.78 on Wednesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The company’s fifty day simple moving average is $22.81 and its 200-day simple moving average is $23.19.

Schwab U.S. Aggregate Bond ETF Company 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.