Reston Wealth Management LLC Has $6.95 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Reston Wealth Management LLC increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 127.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 306,303 shares of the company’s stock after buying an additional 171,774 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 2.6% of Reston Wealth Management LLC’s holdings, making the stock its 9th largest holding. Reston Wealth Management LLC owned approximately 0.18% of Schwab U.S. Aggregate Bond ETF worth $6,953,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Charles Schwab Trust Co increased its holdings 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 worth $133,903,000 after purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC boosted its position 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 worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. Hengehold Capital Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after acquiring an additional 1,089,385 shares in the last quarter. BlueSky Wealth Advisors LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after purchasing an additional 1,045,592 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its stake in 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 acquiring an additional 689,398 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA:SCHZ opened at $22.84 on Thursday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The company’s 50 day moving average is $22.86 and its 200 day moving average is $23.20.

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.