Merit Financial Group LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 1,057.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 365,092 shares of the company’s stock after acquiring an additional 333,561 shares during the period. Merit Financial Group LLC owned 0.22% of Schwab U.S. Aggregate Bond ETF worth $8,288,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bush Investment Group LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after purchasing an additional 1,381 shares during the period. Independent Solutions Wealth Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after buying an additional 13,731 shares during the last quarter. Forthright Family Wealth Advisory LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 184.7% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after acquiring an additional 263,027 shares during the period. JPMorgan Chase & Co. lifted its stake 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 acquiring an additional 689,398 shares during the period. Finally, Salem Investment Counselors Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 102.2% in the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock valued at $47,000 after acquiring an additional 1,039 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.72 on Friday. The firm has a fifty day moving average price of $22.88 and a 200 day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year 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.
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