ONE Advisory Partners LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 100.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,524 shares of the company’s stock after buying an additional 6,762 shares during the period. ONE Advisory Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $307,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Charles Schwab Trust Co raised its stake in shares of 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 acquiring an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised 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 purchasing an additional 1,900,153 shares during the period. Hengehold Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares during the period. BlueSky Wealth Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after buying an additional 1,045,592 shares during the period. Finally, JPMorgan Chase & Co. grew its stake 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 valued at $300,804,000 after buying an additional 689,398 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Schwab U.S. Aggregate Bond ETF stock opened at $22.71 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The stock’s 50 day moving average price is $22.87 and its 200 day moving average price is $23.20.
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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