Vertex Planning Partners LLC Raises Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vertex Planning Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 105.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 225,616 shares of the company’s stock after buying an additional 115,800 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 1.1% of Vertex Planning Partners LLC’s holdings, making the stock its 20th biggest position. Vertex Planning Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,121,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Bush Investment Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after acquiring an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after buying an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after purchasing an additional 13,731 shares in the last quarter. JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the third quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after buying an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1 %

NYSEARCA SCHZ opened at $23.00 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The stock’s 50 day moving average is $22.95 and its two-hundred day moving average is $23.09.

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.