Midwest Financial Group LLC Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Midwest Financial Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 113.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 88,319 shares of the company’s stock after purchasing an additional 47,003 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.2% of Midwest Financial Group LLC’s portfolio, making the stock its 24th biggest position. Midwest Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,005,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Bush Investment Group LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after buying an additional 1,381 shares during the last quarter. Independent Solutions Wealth Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after acquiring an additional 13,731 shares in the last quarter. Forthright Family Wealth Advisory LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after purchasing an additional 263,027 shares in the last quarter. JPMorgan Chase & Co. grew its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Finally, Salem Investment Counselors Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 102.2% during the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock valued at $47,000 after purchasing an additional 1,039 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.0 %

NYSEARCA SCHZ opened at $22.71 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The company has a fifty day simple moving average of $22.87 and a two-hundred day simple moving average of $23.20.

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.