World Investment Advisors boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 95.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 62,710 shares of the company’s stock after purchasing an additional 30,676 shares during the period. World Investment Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $1,424,000 at the end of the most recent reporting period.
Several other large investors also recently added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. boosted its position in Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after acquiring an additional 5,390,455 shares during the period. Rockbridge Investment Management LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the fourth quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after purchasing an additional 3,421,595 shares during the period. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 107.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after purchasing an additional 3,375,950 shares in the last quarter. Charles Schwab Trust Co lifted its position in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. increased its position in Schwab U.S. Aggregate Bond ETF by 100.8% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock worth $115,092,000 after purchasing an additional 2,545,098 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $23.28 on Friday. The stock’s 50 day simple moving average is $23.01 and its 200 day simple moving average is $23.05. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve 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.
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