Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Raised by Heritage Family Offices LLP

Heritage Family Offices LLP lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 153.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 38,989 shares of the company’s stock after purchasing an additional 23,617 shares during the period. Heritage Family Offices LLP’s holdings in Schwab U.S. Aggregate Bond ETF were worth $885,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of SCHZ. JPMorgan Chase & Co. boosted its holdings 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 worth $300,804,000 after purchasing an additional 689,398 shares during the period. Charles Schwab Trust Co boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 87.5% in the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the period. Rockbridge Investment Management LCC grew its position 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 valued at $135,366,000 after buying an additional 263,472 shares during the last quarter. Total Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 16.5% during the third quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock worth $79,312,000 after acquiring an additional 236,167 shares during the period. Finally, HighTower Advisors LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 7.3% in the third quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock worth $69,130,000 after acquiring an additional 99,392 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.67 on Thursday. The business has a 50 day moving average of $22.89 and a two-hundred day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week 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.