Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Blue Barn Wealth LLC

Blue Barn Wealth LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 108.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 120,391 shares of the company’s stock after purchasing an additional 62,512 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 1.4% of Blue Barn Wealth LLC’s holdings, making the stock its 18th biggest position. Blue Barn Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,733,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of the stock. Freestone Capital Holdings LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 82.2% in the fourth quarter. Freestone Capital Holdings LLC now owns 284,307 shares of the company’s stock valued at $6,454,000 after purchasing an additional 128,294 shares during the period. Midwest Heritage Bank FSB grew its position in shares of Schwab U.S. Aggregate Bond ETF by 54.4% in the fourth quarter. Midwest Heritage Bank FSB now owns 19,969 shares of the company’s stock valued at $453,000 after purchasing an additional 7,034 shares during the period. One Capital Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. One Capital Management LLC now owns 22,200 shares of the company’s stock valued at $504,000 after purchasing an additional 11,100 shares during the period. Townsend Asset Management Corp NC ADV boosted its position in Schwab U.S. Aggregate Bond ETF by 102.2% during the fourth quarter. Townsend Asset Management Corp NC ADV now owns 2,622 shares of the company’s stock worth $60,000 after acquiring an additional 1,325 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $13,264,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.10 on Thursday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The firm’s 50-day moving average price is $22.81 and its 200 day moving average price is $23.14.

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.