Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Walker Financial Services Inc.

Walker Financial Services Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 98.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,089 shares of the company’s stock after acquiring an additional 8,985 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 0.2% of Walker Financial Services Inc.’s portfolio, making the stock its 19th biggest position. Walker Financial Services Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $411,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. Total Wealth Planning LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares in the last quarter. Charles Schwab Trust Co boosted its holdings in Schwab U.S. Aggregate Bond ETF by 87.5% in the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock worth $137,838,000 after purchasing an additional 1,353,589 shares during the period. JPMorgan Chase & Co. increased its stake in Schwab U.S. Aggregate Bond ETF by 12.2% during 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. Theory Financial LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 112.0% during the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after purchasing an additional 660,264 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 108.2% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock worth $23,779,000 after purchasing an additional 544,306 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.72 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The company has a 50-day simple moving average of $22.88 and a 200-day simple moving average of $23.20.

Schwab U.S. Aggregate Bond ETF Company 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.