SNS Financial Group LLC Increases Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

SNS Financial Group LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 264,806 shares of the company’s stock after buying an additional 133,421 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 0.6% of SNS Financial Group LLC’s holdings, making the stock its 24th largest holding. SNS Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,011,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions 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 acquiring an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC lifted 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 purchasing an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during 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 in the last quarter. JPMorgan Chase & Co. increased its holdings 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 buying an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of NYSEARCA SCHZ opened at $22.84 on Thursday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The stock’s fifty day simple moving average is $22.76 and its two-hundred day simple moving average is $23.17.

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.