Orion Portfolio Solutions LLC Purchases 63,460 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Orion Portfolio Solutions LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 207.6% in the 4th quarter, Holdings Channel reports. The firm owned 94,033 shares of the company’s stock after buying an additional 63,460 shares during the period. Orion Portfolio Solutions LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,135,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Bush Investment Group LLC boosted its stake in 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 valued at $1,819,000 after buying an additional 1,381 shares in the last quarter. Forthright Family Wealth Advisory LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after purchasing an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after purchasing an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd 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 last quarter. Finally, Atomi Financial Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.18 on Wednesday. The company’s 50 day moving average price is $22.98 and its two-hundred day moving average price is $23.06. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.

Schwab U.S. Aggregate Bond ETF Company Profile

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.