Orion Portfolio Solutions LLC Has $2.14 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Orion Portfolio Solutions LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 207.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 94,033 shares of the company’s stock after purchasing an additional 63,460 shares during the quarter. Orion Portfolio Solutions LLC owned about 0.06% of Schwab U.S. Aggregate Bond ETF worth $2,135,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Westside Investment Management Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares during the period. Archer Investment Corp raised its stake in Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after buying an additional 553 shares during the period. Thompson Investment Management Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF by 2,001.8% during the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after acquiring an additional 1,141 shares in the last quarter. Blair William & Co. IL grew its stake in Schwab U.S. Aggregate Bond ETF by 124.4% in the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock valued at $28,000 after acquiring an additional 673 shares during the period. Finally, Key Financial Inc bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth about $32,000.

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

NYSEARCA SCHZ opened at $23.18 on Wednesday. The stock’s 50-day moving average is $22.98 and its 200-day moving average is $23.06. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year 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.