Sierra Ocean LLC Purchases New Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sierra Ocean LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,378 shares of the company’s stock, valued at approximately $54,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bush Investment Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after buying an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 184.7% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after buying an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after purchasing an additional 13,731 shares during the period. JPMorgan Chase & Co. raised its position 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 purchasing an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $234,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.89 on Tuesday. The business’s 50 day simple moving average is $22.78 and its 200-day simple moving average is $23.18. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.