SRS Capital Advisors Inc. Purchases New Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

SRS Capital Advisors Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 52,498 shares of the company’s stock, valued at approximately $1,192,000.

Several other institutional investors have also added to or reduced their stakes in SCHZ. Bush Investment Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $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% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after acquiring an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after acquiring an additional 13,731 shares during the period. JPMorgan Chase & Co. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after acquiring an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $234,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.5 %

NYSEARCA:SCHZ opened at $23.26 on Monday. The stock has a fifty day moving average price of $22.78 and a 200-day moving average price of $23.15. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two 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.