FIDELIS iM LLC Purchases 18,680 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

FIDELIS iM LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,360 shares of the company’s stock after acquiring an additional 18,680 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 0.3% of FIDELIS iM LLC’s holdings, making the stock its 16th largest holding. FIDELIS iM LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $848,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of SCHZ. JPMorgan Chase & Co. boosted its stake 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 valued at $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Charles Schwab Trust Co lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC grew its holdings in Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after buying an additional 263,472 shares in the last quarter. Finally, Hengehold Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 109.0% in the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after buying an additional 1,089,385 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

SCHZ opened at $22.74 on Friday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The firm’s fifty day moving average price is $22.86 and its two-hundred day moving average price is $23.20.

About Schwab U.S. Aggregate Bond ETF

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.