JFS Wealth Advisors LLC Acquires 12,149 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

JFS Wealth Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 63.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 31,310 shares of the company’s stock after purchasing an additional 12,149 shares during the quarter. JFS Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $711,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Charles Schwab Trust Co increased its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC increased its position 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 worth $81,020,000 after acquiring an additional 1,900,153 shares during the period. McAdam LLC raised its position in Schwab U.S. Aggregate Bond ETF by 94.4% during the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after purchasing an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC raised its holdings 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 valued at $47,411,000 after acquiring an additional 1,089,385 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th 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 during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of NYSEARCA SCHZ opened at $22.89 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The stock’s fifty day simple moving average is $22.78 and its two-hundred day simple moving average is $23.18.

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.