Vestmark Advisory Solutions Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 11.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 866,448 shares of the company’s stock after acquiring an additional 91,352 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $20,249,000 as of its most recent SEC filing.
A number of other large investors have also recently added to or reduced their stakes in SCHZ. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after buying an additional 999,097 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after buying an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after buying an additional 264,273 shares during the last quarter. Charles Schwab Trust Co boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after buying an additional 268,364 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.7% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock worth $127,385,000 after buying an additional 524,573 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Schwab U.S. Aggregate Bond ETF stock opened at $22.99 on Friday. The firm has a 50-day moving average of $23.18 and a 200-day moving average of $23.36. Schwab U.S. Aggregate Bond ETF has a one year low of $22.64 and a one year high of $23.73.
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.
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