Strategic Blueprint LLC Has $1.87 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Strategic Blueprint LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 106.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 82,358 shares of the company’s stock after buying an additional 42,462 shares during the quarter. Strategic Blueprint LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,870,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Bush Investment Group LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 3.7% in the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after buying an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after buying an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after buying an additional 13,731 shares during the period. JPMorgan Chase & Co. increased 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 valued at $300,804,000 after buying an additional 689,398 shares during the period. Finally, Salem Investment Counselors Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.2% during the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after purchasing an additional 1,039 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.84 on Thursday. The company’s fifty day moving average is $22.86 and its 200-day moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.

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.