FDx Advisors Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 69.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,494 shares of the company’s stock after acquiring an additional 7,584 shares during the period. FDx Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $420,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Bush Investment Group LLC raised its position 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 worth $1,819,000 after acquiring an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC raised its position in Schwab U.S. Aggregate Bond ETF by 184.7% in the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after acquiring an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 9.8% in the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares during the period. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $234,000.
Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %
SCHZ opened at $22.87 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The firm’s 50 day simple moving average is $22.75 and its two-hundred day simple moving average is $23.16.
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.
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