Total Wealth Planning LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 17.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 1,145,355 shares of the company’s stock after purchasing an additional 166,999 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 9.1% of Total Wealth Planning LLC’s portfolio, making the stock its 2nd largest position. Total Wealth Planning LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $52,686,000 at the end of the most recent reporting period.
Other hedge funds have also recently made changes to their positions in the company. Cerity Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 4,670.8% during the 4th quarter. Cerity Partners LLC now owns 4,298,526 shares of the company’s stock worth $200,397,000 after buying an additional 4,208,425 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in Schwab U.S. Aggregate Bond ETF by 4,218.2% in the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock valued at $107,015,000 after buying an additional 2,363,488 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 26,820,056 shares of the company’s stock valued at $1,250,351,000 after acquiring an additional 2,206,210 shares during the period. Goldman Sachs Group Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 34.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 2,507,416 shares of the company’s stock worth $116,896,000 after acquiring an additional 640,151 shares during the last quarter. Finally, Alliance Wealth Management Group acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at $23,755,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
NYSEARCA SCHZ opened at $45.32 on Wednesday. The firm’s fifty day moving average is $45.40 and its two-hundred day moving average is $45.72. Schwab U.S. Aggregate Bond ETF has a one year low of $43.05 and a one year high of $47.00.
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.
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