Avior Wealth Management LLC Boosts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Avior Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 104.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 269,553 shares of the company’s stock after purchasing an additional 137,923 shares during the quarter. Avior Wealth Management LLC owned about 0.16% of Schwab U.S. Aggregate Bond ETF worth $6,119,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. raised its holdings in shares of 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 worth $300,804,000 after acquiring an additional 689,398 shares during the period. Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised its stake 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 worth $81,020,000 after purchasing an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after purchasing an additional 263,472 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after buying an additional 1,045,592 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2 %

SCHZ stock opened at $22.75 on Thursday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The firm’s 50 day moving average price is $22.87 and its 200-day moving average price is $23.20.

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.