Oldfather Financial Services LLC Has $1.91 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Oldfather Financial Services LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 137.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 84,038 shares of the company’s stock after purchasing an additional 48,600 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 0.7% of Oldfather Financial Services LLC’s investment portfolio, making the stock its 22nd biggest holding. Oldfather Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Total Wealth Planning LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the last quarter. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 87.5% in the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the period. JPMorgan Chase & Co. raised its stake in Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after buying an additional 689,398 shares during the period. Theory Financial LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 112.0% in the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after buying an additional 660,264 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 108.2% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after buying an additional 544,306 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.72 on Monday. The stock’s 50 day moving average price is $22.88 and its two-hundred day moving average price is $23.21. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.