Chatterton & Associates Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 35.9% in the 1st quarter, HoldingsChannel reports. The firm owned 232,291 shares of the company’s stock after acquiring an additional 61,320 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 3.8% of Chatterton & Associates Inc.’s portfolio, making the stock its 4th largest holding. Chatterton & Associates Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,405,000 as of its most recent SEC filing.
A number of other large investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock worth $294,187,000 after acquiring an additional 451,820 shares during the period. Rockbridge Investment Management LCC increased its stake in Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after acquiring an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after acquiring an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after purchasing an additional 264,273 shares in the last quarter. Finally, Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after purchasing an additional 268,364 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ stock opened at $23.19 on Thursday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.77 and a twelve month high of $23.73. The business has a fifty day simple moving average of $23.12 and a 200 day simple moving average of $23.29.
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.
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