Strategic Financial Concepts LLC Buys New Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Strategic Financial Concepts LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 75,701 shares of the company’s stock, valued at approximately $1,718,000.

Several other large investors have also recently bought and sold shares of the stock. JPMorgan Chase & Co. raised its stake in 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 valued at $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd 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. Finally, McAdam LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.83 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The firm has a fifty day moving average of $22.82 and a 200-day moving average of $23.19.

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.