Patriot Investment Management Group Inc. Has $3.77 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Patriot Investment Management Group Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 166,222 shares of the company’s stock after buying an additional 80,728 shares during the period. Patriot Investment Management Group Inc. owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $3,773,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd 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 during the last quarter. Charles Schwab Trust Co boosted its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after buying an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after acquiring an additional 263,472 shares during the period. Finally, Hengehold Capital Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 109.0% during the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $22.71 on Friday. The firm has a 50 day moving average price of $22.87 and a 200 day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

Schwab U.S. Aggregate Bond ETF Company 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.