Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Holdings Lifted by Charles Schwab Trust Co

Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 103.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,898,795 shares of the company’s stock after buying an additional 2,998,174 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 11.5% of Charles Schwab Trust Co’s investment portfolio, making the stock its largest position. Charles Schwab Trust Co’s holdings in Schwab U.S. Aggregate Bond ETF were worth $133,903,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 3.3% in the second quarter. Brighton Jones LLC now owns 6,765 shares of the company’s stock worth $308,000 after buying an additional 216 shares in the last quarter. Semmax Financial Advisors Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.8% in the 2nd quarter. Semmax Financial Advisors Inc. now owns 12,585 shares of the company’s stock worth $591,000 after acquiring an additional 1,224 shares in the last quarter. Squarepoint Ops LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 28.6% in the 2nd quarter. Squarepoint Ops LLC now owns 15,271 shares of the company’s stock worth $696,000 after acquiring an additional 3,396 shares in the last quarter. Ascent Group LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 55.1% in the 2nd quarter. Ascent Group LLC now owns 83,353 shares of the company’s stock valued at $3,799,000 after purchasing an additional 29,609 shares during the period. Finally, Regal Investment Advisors LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 29.1% during the second quarter. Regal Investment Advisors LLC now owns 28,017 shares of the company’s stock valued at $1,277,000 after purchasing an additional 6,308 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $22.72 on Tuesday. The stock has a fifty day simple moving average of $22.87 and a two-hundred day simple moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

Schwab U.S. Aggregate Bond ETF Company 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.