BlueSky Wealth Advisors LLC Has $46.34 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

BlueSky Wealth Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 105.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,041,533 shares of the company’s stock after purchasing an additional 1,045,592 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 7.2% of BlueSky Wealth Advisors LLC’s holdings, making the stock its 3rd biggest position. BlueSky Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $46,343,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the stock. Total Wealth Planning LLC raised its stake in shares of 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 last quarter. Charles Schwab Trust Co lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 87.5% during the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the period. JPMorgan Chase & Co. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares during the period. Theory Financial LLC increased its position in Schwab U.S. Aggregate Bond ETF by 112.0% during the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after acquiring an additional 660,264 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 108.2% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock worth $23,779,000 after purchasing an additional 544,306 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.72 on Monday. The company has a 50-day moving average price of $22.88 and a 200-day moving average price of $23.21. 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.