Grey Fox Wealth Advisors LLC Purchases 86,885 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Grey Fox Wealth Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 129.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 153,925 shares of the company’s stock after purchasing an additional 86,885 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 1.0% of Grey Fox Wealth Advisors LLC’s portfolio, making the stock its 18th biggest position. Grey Fox Wealth Advisors LLC owned approximately 0.09% of Schwab U.S. Aggregate Bond ETF worth $3,494,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in SCHZ. Bush Investment Group LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in the third 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 stake in Schwab U.S. Aggregate Bond ETF by 9.8% during the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after buying an additional 13,731 shares during the period. JPMorgan Chase & Co. lifted its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $234,000.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.14 on Thursday. The company has a fifty day moving average of $22.89 and a 200-day moving average of $23.11. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week 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.