Bleakley Financial Group LLC Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bleakley Financial Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 27,396 shares of the company’s stock, valued at approximately $622,000.

Several other hedge funds also recently made changes to their positions in SCHZ. JPMorgan Chase & Co. grew its holdings in 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 acquiring an additional 689,398 shares during the last quarter. Charles Schwab Trust Co grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in 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 last quarter. Total Wealth Planning LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th 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 period. Rockbridge Investment Management LCC raised its position in Schwab U.S. Aggregate Bond ETF by 10.2% during 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, McAdam LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after buying an additional 1,344,215 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of SCHZ stock opened at $22.84 on Monday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The business’s 50 day moving average price is $22.82 and its 200-day moving average price is $23.19.

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.