Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Position Increased by Avion Wealth

Avion Wealth boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 135.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 66,329 shares of the company’s stock after purchasing an additional 38,176 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 0.4% of Avion Wealth’s holdings, making the stock its 29th largest position. Avion Wealth’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,505,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Bush Investment Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after buying an additional 1,381 shares in the last quarter. Forthright Family Wealth Advisory LLC grew its stake in shares of 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 purchasing an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after purchasing an additional 13,731 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the third 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 in the last quarter. Finally, Atomi Financial Group Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $234,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of SCHZ opened at $22.78 on Wednesday. The firm has a 50-day moving average price of $22.81 and a 200 day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

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.