Columbus Macro LLC Boosts Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Columbus Macro LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 126.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 583,335 shares of the company’s stock after purchasing an additional 325,810 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 1.8% of Columbus Macro LLC’s holdings, making the stock its 4th biggest holding. Columbus Macro LLC owned 0.35% of Schwab U.S. Aggregate Bond ETF worth $13,242,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in SCHZ. Bush Investment Group LLC lifted 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 worth $1,819,000 after purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC raised its position in shares of 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 acquiring an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after buying an additional 13,731 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% in the third 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, Atomi Financial Group Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $234,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.76 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The company has a fifty day moving average of $22.85 and a 200 day moving average of $23.19.

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.