Wedmont Private Capital Grows Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wedmont Private Capital raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,610 shares of the company’s stock after acquiring an additional 9,805 shares during the quarter. Wedmont Private Capital’s holdings in Schwab U.S. Aggregate Bond ETF were worth $441,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently modified their holdings of SCHZ. JPMorgan Chase & Co. lifted its stake in 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 valued at $300,804,000 after buying an additional 689,398 shares in the last quarter. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 87.5% in the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the period. Rockbridge Investment Management LCC lifted its position in 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 in the last quarter. Total Wealth Planning LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 16.5% during the third quarter. Total Wealth Planning LLC now owns 1,669,016 shares of the company’s stock worth $79,312,000 after buying an additional 236,167 shares during the period. Finally, HighTower Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.3% in the 3rd quarter. HighTower Advisors LLC now owns 1,454,892 shares of the company’s stock valued at $69,130,000 after acquiring an additional 99,392 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.8 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.67 on Thursday. The company has a fifty day moving average price of $22.89 and a 200 day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month 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.