Heritage Family Offices LLP Grows Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Heritage Family Offices LLP grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 153.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,989 shares of the company’s stock after purchasing an additional 23,617 shares during the period. Heritage Family Offices LLP’s holdings in Schwab U.S. Aggregate Bond ETF were worth $885,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in SCHZ. Bush Investment Group LLC grew 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 purchasing an additional 1,381 shares in the last quarter. Independent Solutions Wealth Management LLC grew its stake in shares of 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 acquiring an additional 13,731 shares in the last quarter. Forthright Family Wealth Advisory LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during 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 in the last quarter. JPMorgan Chase & Co. increased its position in shares of 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 worth $300,804,000 after acquiring an additional 689,398 shares during the last quarter. Finally, Salem Investment Counselors Inc. lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after acquiring an additional 1,039 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $22.67 on Thursday. 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 business has a 50 day moving average price of $22.89 and a two-hundred day moving average price of $23.20.

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.