Beacon Financial Group Boosts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Beacon Financial Group boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 37,631 shares of the company’s stock after acquiring an additional 18,823 shares during the quarter. Beacon Financial Group’s holdings in Schwab U.S. Aggregate Bond ETF were worth $854,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Bush Investment Group LLC boosted 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 valued at $1,819,000 after acquiring an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC boosted 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 valued at $19,266,000 after acquiring an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC boosted its holdings in 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 valued at $7,318,000 after acquiring an additional 13,731 shares during the period. JPMorgan Chase & Co. boosted its holdings in 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 valued at $300,804,000 after acquiring an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter worth $234,000.

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

Shares of SCHZ stock opened at $22.68 on Thursday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.26 and a twelve month high of $24.15. The stock has a fifty day simple moving average of $22.80 and a two-hundred day simple moving average of $23.18.

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.