Opes Wealth Management LLC Has $302,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Opes Wealth Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 59.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,292 shares of the company’s stock after acquiring an additional 4,948 shares during the period. Opes Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $302,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in SCHZ. Charles Schwab Trust Co raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC raised its holdings 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 during the last quarter. McAdam LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after acquiring an additional 1,344,215 shares during the last quarter. Hengehold Capital Management LLC raised 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. Finally, BlueSky Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.89 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company’s 50-day moving average is $22.78 and its 200 day moving average is $23.18.

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.