Blue Barn Wealth LLC Acquires 62,512 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Blue Barn Wealth LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 108.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 120,391 shares of the company’s stock after purchasing an additional 62,512 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 1.4% of Blue Barn Wealth LLC’s holdings, making the stock its 18th biggest holding. Blue Barn Wealth LLC owned about 0.07% of Schwab U.S. Aggregate Bond ETF worth $2,733,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its stake in 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 valued at $300,804,000 after acquiring an additional 689,398 shares in the last quarter. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth 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 in the last quarter. Total Wealth Planning LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth 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 in the last quarter. Rockbridge Investment Management LCC boosted its stake in 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 valued at $135,366,000 after acquiring an additional 263,472 shares in the last quarter. Finally, McAdam LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

NYSEARCA SCHZ opened at $23.10 on Thursday. The company has a fifty day simple moving average of $22.81 and a two-hundred day simple moving average of $23.14. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.