MidAtlantic Capital Management Inc. Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

MidAtlantic Capital Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 69.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,962 shares of the company’s stock after buying an additional 4,069 shares during the period. MidAtlantic Capital Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $226,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Charles Schwab Trust Co increased its stake in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC grew its holdings in shares of 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 worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. McAdam LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after purchasing an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 105.0% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after purchasing an additional 1,045,592 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ stock opened at $22.81 on Friday. The firm has a 50 day simple moving average of $22.79 and a two-hundred day simple moving average of $23.18. 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.