Advisor OS LLC Purchases 100,950 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Advisor OS LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 99.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 202,482 shares of the company’s stock after acquiring an additional 100,950 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.5% of Advisor OS LLC’s portfolio, making the stock its 29th largest holding. Advisor OS LLC owned approximately 0.12% of Schwab U.S. Aggregate Bond ETF worth $4,596,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Westside Investment Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after acquiring an additional 558 shares in the last quarter. Archer Investment Corp raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock valued at $25,000 after purchasing an additional 553 shares during the period. Thompson Investment Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% during the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after purchasing an additional 1,141 shares in the last quarter. Key Financial Inc bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $32,000. Finally, Modus Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.15 on Wednesday. The company’s 50-day moving average price is $22.76 and its 200-day moving average price is $23.15. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.