Aveo Capital Partners LLC Raises Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Aveo Capital Partners LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 155.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,812 shares of the company’s stock after purchasing an additional 9,024 shares during the quarter. Aveo Capital Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $336,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. JPMorgan Chase & Co. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd 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 shares of 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 last quarter. Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during 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 during the last quarter. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after purchasing an additional 263,472 shares during the last quarter. Finally, McAdam LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after purchasing an additional 1,344,215 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of NYSEARCA:SCHZ opened at $22.89 on Friday. The business’s 50-day moving average is $22.78 and its 200 day moving average is $23.18. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15.

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.