HHM Wealth Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 101.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,715 shares of the company’s stock after purchasing an additional 37,056 shares during the period. HHM Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,673,000 at the end of the most recent quarter.
Other institutional investors have also modified their holdings of the company. Charles Schwab Trust Co lifted its stake 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 valued at $133,903,000 after buying an additional 2,998,174 shares in the last quarter. 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 acquiring an additional 1,900,153 shares during the last quarter. McAdam LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% during the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after purchasing an additional 1,045,592 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
NYSEARCA:SCHZ opened at $22.83 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The company’s 50-day moving average price is $22.85 and its 200-day moving average price is $23.19.
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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