Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Bought by Modera Wealth Management LLC

Modera Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 55,538 shares of the company’s stock after purchasing an additional 27,769 shares during the period. Modera Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,261,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. US Bancorp DE raised its stake in Schwab U.S. Aggregate Bond ETF by 26.2% in the third quarter. US Bancorp DE now owns 18,875 shares of the company’s stock valued at $897,000 after buying an additional 3,913 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.7% during the third quarter. Farther Finance Advisors LLC now owns 23,056 shares of the company’s stock valued at $1,096,000 after acquiring an additional 2,044 shares in the last quarter. Chicago Partners Investment Group LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 99.8% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 28,463 shares of the company’s stock valued at $1,353,000 after purchasing an additional 14,218 shares during the last quarter. Opes Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 34.8% in the 3rd quarter. Opes Wealth Management LLC now owns 8,344 shares of the company’s stock worth $396,000 after purchasing an additional 2,153 shares in the last quarter. Finally, FIDELIS iM LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $887,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.24 on Tuesday. The firm’s 50 day simple moving average is $22.79 and its two-hundred day simple moving average is $23.15. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month 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.