Merkkuri Wealth Advisors LLC Boosts Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Merkkuri Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 153.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 30,864 shares of the company’s stock after purchasing an additional 18,705 shares during the period. Merkkuri Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $701,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of SCHZ. Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC raised its stake 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 valued at $81,020,000 after acquiring an additional 1,900,153 shares during the period. Hengehold Capital Management LLC lifted its holdings in shares of 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 worth $47,411,000 after acquiring an additional 1,089,385 shares during the last quarter. BlueSky Wealth Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after purchasing an additional 1,045,592 shares during the period. Finally, JPMorgan Chase & Co. boosted its position in shares of 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 worth $300,804,000 after buying an additional 689,398 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.74 on Friday. The stock’s 50-day moving average price is $22.86 and its 200 day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.