DHJJ Financial Advisors Ltd. lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 101.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,631 shares of the company’s stock after purchasing an additional 820 shares during the quarter. DHJJ Financial Advisors Ltd.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $37,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Bush Investment Group LLC increased its holdings in shares of 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 purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after purchasing an additional 263,027 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% in the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after purchasing an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of 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 valued at $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $234,000.
Schwab U.S. Aggregate Bond ETF Price Performance
SCHZ stock opened at $22.81 on Friday. The business has a fifty day moving average of $22.79 and a two-hundred day moving average of $23.18. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.
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.
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