World Investment Advisors Grows Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

World Investment Advisors raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 95.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 62,710 shares of the company’s stock after buying an additional 30,676 shares during the period. World Investment Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $1,424,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 85.2% in the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after purchasing an additional 5,390,455 shares during the last quarter. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after buying an additional 3,421,595 shares during the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 107.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after buying an additional 3,375,950 shares during the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. raised its holdings in Schwab U.S. Aggregate Bond ETF by 100.8% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after acquiring an additional 2,545,098 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.28 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The company’s fifty day moving average price is $23.01 and its two-hundred day moving average price is $23.05.

Schwab U.S. Aggregate Bond ETF Company 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.