Eley Financial Management Inc lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 112.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 73,525 shares of the company’s stock after acquiring an additional 38,886 shares during the period. Eley Financial Management Inc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,669,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. JPMorgan Chase & Co. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 85.2% during the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after purchasing an additional 5,390,455 shares during the period. Rockbridge Investment Management LCC raised its stake in Schwab U.S. Aggregate Bond ETF by 120.1% during the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after buying an additional 3,421,595 shares during the period. Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 107.7% in the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after acquiring an additional 3,375,950 shares in the last quarter. Charles Schwab Trust Co grew its stake in Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the period. Finally, Financial Engines Advisors L.L.C. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.8% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after acquiring an additional 2,545,098 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.8 %
Shares of SCHZ opened at $22.74 on Friday. The business’s fifty day moving average is $23.02 and its 200 day moving average is $23.02. 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 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.
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