Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Theory Financial LLC’s Largest Position

Theory Financial LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,326,998 shares of the company’s stock after buying an additional 77,005 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 12.6% of Theory Financial LLC’s portfolio, making the stock its largest position. Theory Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $30,123,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. JPMorgan Chase & Co. increased its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after acquiring an additional 689,398 shares during the last quarter. Charles Schwab Trust Co boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th 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. Total Wealth Planning LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th 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 period. Rockbridge Investment Management LCC boosted its position in Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares during the period. Finally, McAdam LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of SCHZ opened at $22.97 on Friday. The company has a 50 day moving average price of $22.75 and a 200-day moving average price of $23.16. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two 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.