Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 86.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 159,016 shares of the company’s stock after acquiring an additional 73,950 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,610,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of SCHZ. JPMorgan Chase & Co. grew its position 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 worth $300,804,000 after acquiring an additional 689,398 shares during the last quarter. Charles Schwab Trust Co increased its stake in shares of 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 purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the third 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. Finally, Hengehold Capital Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after buying an additional 1,089,385 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.86 on Tuesday. The stock’s 50 day moving average price is $22.86 and its 200 day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.

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.