Daymark Wealth Partners LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 130.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 240,132 shares of the company’s stock after acquiring an additional 135,732 shares during the quarter. Daymark Wealth Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,451,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Bush Investment Group LLC raised 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 last quarter. Independent Solutions Wealth Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 9.8% during the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares in the last quarter. Forthright Family Wealth Advisory LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 184.7% during the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after purchasing an additional 263,027 shares during the last quarter. JPMorgan Chase & Co. grew 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 purchasing an additional 689,398 shares in the last quarter. Finally, Salem Investment Counselors Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 102.2% during the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after purchasing an additional 1,039 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Up 0.3 %
Shares of SCHZ stock opened at $22.79 on Wednesday. The company has a fifty day moving average price of $22.87 and a two-hundred day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15.
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.
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