Apollon Wealth Management LLC Raises Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Apollon Wealth Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 98.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 148,714 shares of the company’s stock after acquiring an additional 73,761 shares during the quarter. Apollon Wealth Management LLC owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $3,376,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its stake 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 valued at $300,804,000 after purchasing an additional 689,398 shares in the last quarter. 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 purchasing an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth 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 during the last quarter. Rockbridge Investment Management LCC grew 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 worth $135,366,000 after acquiring an additional 263,472 shares in the last quarter. Finally, McAdam LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after purchasing an additional 1,344,215 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $22.84 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The firm’s 50-day moving average price is $22.82 and its two-hundred day moving average price is $23.18.

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.