Milestone Asset Management LLC Buys Shares of 317,155 Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Milestone Asset Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 317,155 shares of the company’s stock, valued at approximately $7,199,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 1.6% of Milestone Asset Management LLC’s investment portfolio, making the stock its 11th biggest holding. Milestone Asset Management LLC owned 0.19% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Charles Schwab Trust Co grew its position in 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 buying an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after acquiring an additional 1,900,153 shares during the last quarter. Hengehold Capital Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 109.0% during the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares during the last quarter. BlueSky Wealth Advisors LLC raised its position in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after purchasing an additional 1,045,592 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its position 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.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.84 on Thursday. The stock has a fifty day simple moving average of $22.86 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 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.