Guardian Financial Partners LLC Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Guardian Financial Partners LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 155.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 209,240 shares of the company’s stock after purchasing an additional 127,246 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up approximately 2.8% of Guardian Financial Partners LLC’s holdings, making the stock its 13th biggest position. Guardian Financial Partners LLC owned about 0.13% of Schwab U.S. Aggregate Bond ETF worth $4,750,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in SCHZ. Charles Schwab Trust Co increased its holdings in Schwab U.S. Aggregate Bond ETF by 87.5% during 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 last quarter. JPMorgan Chase & Co. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after purchasing an additional 689,398 shares in the last quarter. Theory Financial LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 112.0% in the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock worth $59,400,000 after purchasing an additional 660,264 shares during the period. Cliftonlarsonallen Wealth Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 108.2% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after purchasing an additional 544,306 shares in the last quarter. Finally, Sanctuary Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the second quarter valued at about $20,570,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.67 on Thursday. The business has a 50-day simple moving average of $22.89 and a two-hundred day simple moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week 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.