Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ) Shares Bought by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC lifted its stake in shares of Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ) by 77.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,200 shares of the company’s stock after acquiring an additional 14,050 shares during the period. United Capital Financial Advisors LLC’s holdings in Schwab 1-5 Year Corporate Bond ETF were worth $785,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Wilmington Savings Fund Society FSB acquired a new position in Schwab 1-5 Year Corporate Bond ETF in the 3rd quarter valued at $134,000. Peapack Gladstone Financial Corp acquired a new stake in Schwab 1-5 Year Corporate Bond ETF in the 3rd quarter worth about $278,000. Worth Asset Management LLC boosted its stake in Schwab 1-5 Year Corporate Bond ETF by 100.0% in the 4th quarter. Worth Asset Management LLC now owns 11,018 shares of the company’s stock worth $269,000 after buying an additional 5,509 shares during the last quarter. Private Client Services LLC grew its holdings in Schwab 1-5 Year Corporate Bond ETF by 107.3% in the 4th quarter. Private Client Services LLC now owns 8,641 shares of the company’s stock valued at $211,000 after buying an additional 4,473 shares during the period. Finally, Brookstone Capital Management lifted its holdings in shares of Schwab 1-5 Year Corporate Bond ETF by 25.2% during the 4th quarter. Brookstone Capital Management now owns 9,845 shares of the company’s stock worth $240,000 after acquiring an additional 1,982 shares during the period.

Schwab 1-5 Year Corporate Bond ETF Stock Performance

Schwab 1-5 Year Corporate Bond ETF stock opened at $24.54 on Friday. Schwab 1-5 Year Corporate Bond ETF has a 1 year low of $23.86 and a 1 year high of $24.87. The firm has a 50 day moving average price of $24.53 and a 200 day moving average price of $24.49.

Schwab 1-5 Year Corporate Bond ETF Profile

The Schwab 1-5 Year Corporate Bond ETF (SCHJ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-weighted index of USD-denominated investment-grade corporate bonds with short-term maturities of 1-5 years. SCHJ was launched on Oct 10, 2019 and is managed by Charles Schwab.