Sequoia Financial Advisors LLC Purchases 8,643 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sequoia Financial Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 50.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,923 shares of the company’s stock after buying an additional 8,643 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $588,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Avantax Planning Partners Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 107.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after buying an additional 3,375,950 shares during the period. JPMorgan Chase & Co. boosted its holdings in 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 acquiring an additional 689,398 shares in the last quarter. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% in 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 in 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 valued at $81,020,000 after buying an additional 1,900,153 shares during the period. Finally, HighTower Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 112.5% in the fourth quarter. HighTower Advisors LLC now owns 3,091,537 shares of the company’s stock worth $70,178,000 after buying an additional 1,636,645 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Schwab U.S. Aggregate Bond ETF stock opened at $23.06 on Tuesday. 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 stock’s 50 day simple moving average is $22.87 and its two-hundred day simple moving average is $23.11.

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.