Tradition Wealth Management LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 132.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 219,751 shares of the company’s stock after purchasing an additional 125,130 shares during the period. Tradition Wealth Management LLC owned approximately 0.13% of Schwab U.S. Aggregate Bond ETF worth $4,988,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently added to or reduced their stakes in the company. Bush Investment Group LLC raised its position in Schwab U.S. Aggregate Bond ETF by 3.7% in the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after buying an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC grew its stake 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 worth $19,266,000 after acquiring an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% in 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 during the last quarter. JPMorgan Chase & Co. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after purchasing an additional 689,398 shares in the last quarter. Finally, Versant Capital Management Inc boosted its holdings in Schwab U.S. Aggregate Bond ETF by 93.2% during the fourth quarter. Versant Capital Management Inc now owns 20,871 shares of the company’s stock worth $474,000 after purchasing an additional 10,067 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Down 0.1 %
Shares of SCHZ stock opened at $22.93 on Friday. The firm’s fifty day moving average price is $23.02 and its two-hundred day moving average price is $22.99. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.
About Schwab U.S. Aggregate Bond ETF
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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