Index Fund Advisors Inc. raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 102.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,988 shares of the company’s stock after acquiring an additional 5,059 shares during the period. Index Fund Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $227,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds have also bought and sold shares of the company. Northwest Capital Management Inc grew its stake in Schwab U.S. Aggregate Bond ETF by 180.9% during the 3rd quarter. Northwest Capital Management Inc now owns 99,096 shares of the company’s stock worth $4,709,000 after buying an additional 63,814 shares during the last quarter. Sound Income Strategies LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $35,000. Adamsbrown Wealth Consultants LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.6% during the third quarter. Adamsbrown Wealth Consultants LLC now owns 29,150 shares of the company’s stock valued at $1,385,000 after acquiring an additional 2,793 shares in the last quarter. Creative Planning increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the third quarter. Creative Planning now owns 197,671 shares of the company’s stock valued at $9,393,000 after acquiring an additional 5,660 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 5.8% in the 3rd quarter. BlueSky Wealth Advisors LLC now owns 995,941 shares of the company’s stock valued at $47,327,000 after purchasing an additional 54,495 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ opened at $22.83 on Tuesday. 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 $22.82 and its two-hundred day moving average is $23.19.
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.
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