Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 700,711 shares of the company’s stock after acquiring an additional 368,937 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 1.4% of CFS Investment Advisory Services LLC’s holdings, making the stock its 17th biggest holding. CFS Investment Advisory Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $15,906,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in SCHZ. Bush Investment Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after buying an additional 1,381 shares during the period. Independent Solutions Wealth Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares during the period. Forthright Family Wealth Advisory LLC grew its position in Schwab U.S. Aggregate Bond ETF by 184.7% in the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after acquiring an additional 263,027 shares in the last quarter. JPMorgan Chase & Co. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the third 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 during the period. Finally, Salem Investment Counselors Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 102.2% during the fourth quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after purchasing an additional 1,039 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.74 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The firm has a fifty day simple moving average of $22.86 and a 200-day simple moving average of $23.20.

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.