Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Harbour Investments Inc.

Harbour Investments Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 98.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 152,155 shares of the company’s stock after buying an additional 75,517 shares during the period. Harbour Investments Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,454,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also modified their holdings of SCHZ. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 107.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after acquiring an additional 3,375,950 shares during the period. Charles Schwab Trust Co increased its stake in 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 valued at $133,903,000 after buying an additional 2,998,174 shares during the period. Total Wealth Planning LLC increased its stake in 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 buying an additional 1,900,153 shares during the period. HighTower Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 112.5% in the 4th quarter. HighTower Advisors LLC now owns 3,091,537 shares of the company’s stock valued at $70,178,000 after buying an additional 1,636,645 shares during the period. Finally, Destination Wealth Management increased its stake in Schwab U.S. Aggregate Bond ETF by 128.9% in the 4th quarter. Destination Wealth Management now owns 2,419,062 shares of the company’s stock valued at $54,913,000 after buying an additional 1,362,015 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.03 on Monday. The company’s fifty day moving average is $22.86 and its two-hundred day moving average is $23.11. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year 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.