Embree Financial Group Acquires 9,304 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Embree Financial Group increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 49.5% in the 4th quarter, HoldingsChannel reports. The firm owned 28,114 shares of the company’s stock after acquiring an additional 9,304 shares during the period. Embree Financial Group’s holdings in Schwab U.S. Aggregate Bond ETF were worth $638,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. JPMorgan Chase & Co. grew its position 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 worth $300,804,000 after buying an additional 689,398 shares during the period. Charles Schwab Trust Co boosted 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 in the last quarter. Total Wealth Planning LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC increased its stake in Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after purchasing an additional 263,472 shares in the last quarter. Finally, Hengehold Capital Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 109.0% during the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.74 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The stock has a 50-day moving average of $22.86 and a 200-day moving average of $23.20.

Schwab U.S. Aggregate Bond ETF 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.