Access Financial Services Inc. Raises Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Access Financial Services Inc. increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 63.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 11,430 shares of the company’s stock after acquiring an additional 4,451 shares during the quarter. Access Financial Services Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $259,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. grew its holdings in shares of 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 worth $300,804,000 after buying an additional 689,398 shares in the last quarter. Total Wealth Planning LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth 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 last quarter. Charles Schwab Trust Co lifted its position in Schwab U.S. Aggregate Bond ETF by 87.5% in the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the last quarter. Rockbridge Investment Management LCC lifted its position in Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares during the last quarter. Finally, HighTower Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 7.3% in the third quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock valued at $69,130,000 after buying an additional 99,392 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.72 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The firm’s 50-day moving average is $22.88 and its two-hundred day moving average is $23.21.

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.