Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Legacy Bridge LLC

Legacy Bridge LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,530 shares of the company’s stock after buying an additional 765 shares during the period. Legacy Bridge LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $35,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. raised 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 worth $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Charles Schwab Trust Co lifted its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during 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 boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after acquiring an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC increased its stake in shares of 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 worth $135,366,000 after acquiring an additional 263,472 shares during the period. Finally, Hengehold Capital Management LLC increased its stake in shares of 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 worth $47,411,000 after acquiring an additional 1,089,385 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.86 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The company has a fifty day moving average of $22.86 and a 200 day moving average of $23.20.

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.