Perigon Wealth Management LLC Raises Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Perigon Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 201.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 160,546 shares of the company’s stock after purchasing an additional 107,320 shares during the quarter. Perigon Wealth Management LLC owned 0.10% of Schwab U.S. Aggregate Bond ETF worth $3,648,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. Bush Investment Group LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during 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 during the last quarter. Independent Solutions Wealth Management LLC raised its stake in shares of 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 valued at $7,318,000 after acquiring an additional 13,731 shares during the period. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd 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. Finally, Salem Investment Counselors Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 102.2% during the 4th 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 during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.86 on Wednesday. The firm has a 50 day moving average price of $22.86 and a 200 day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week 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.