Alaska Wealth Advisors Has $1.41 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Alaska Wealth Advisors grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 62,012 shares of the company’s stock after purchasing an additional 32,709 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 0.2% of Alaska Wealth Advisors’ holdings, making the stock its 29th biggest holding. Alaska Wealth Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $1,408,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. JPMorgan Chase & Co. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after buying an additional 689,398 shares during the period. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th 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 position 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 buying an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares during the period. Finally, McAdam LLC raised its position in shares of 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 acquiring an additional 1,344,215 shares in the last quarter.

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

NYSEARCA SCHZ opened at $22.78 on Wednesday. The business has a 50 day simple moving average of $22.81 and a 200 day simple moving average of $23.19. 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 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.