Regal Investment Advisors LLC Has $1.72 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Regal Investment Advisors LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 149.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 75,603 shares of the company’s stock after purchasing an additional 45,337 shares during the period. Regal Investment Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,716,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of SCHZ. JPMorgan Chase & Co. boosted its stake in Schwab U.S. Aggregate Bond ETF by 85.2% in the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after acquiring an additional 5,390,455 shares during the last quarter. Rockbridge Investment Management LCC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 120.1% in the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after purchasing an additional 3,421,595 shares during the last quarter. Avantax Planning Partners Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 107.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after purchasing an additional 3,375,950 shares during the last quarter. Charles Schwab Trust Co grew its stake in shares of 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 purchasing an additional 2,998,174 shares during the period. Finally, Financial Engines Advisors L.L.C. increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.8% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after purchasing an additional 2,545,098 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.92 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The stock’s 50-day moving average price is $23.01 and its two-hundred day moving average price is $23.00.

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.