Creative Financial Designs Inc. ADV raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.8% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 253,639 shares of the company’s stock after acquiring an additional 18,277 shares during the period. Creative Financial Designs Inc. ADV owned approximately 0.07% of Schwab U.S. Aggregate Bond ETF worth $5,874,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds have also bought and sold shares of the company. JPMorgan Chase & Co. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock worth $266,056,000 after purchasing an additional 5,390,455 shares during the period. Ameriprise Financial Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 108.0% in the fourth quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock worth $195,933,000 after purchasing an additional 4,481,369 shares during the last quarter. Rockbridge Investment Management LCC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the fourth 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 period. Avantax Planning Partners Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 107.7% during the fourth 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 period. Finally, OneDigital Investment Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 156.6% during the fourth quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock valued at $96,376,000 after buying an additional 2,591,040 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $23.13 on Thursday. The stock has a 50 day moving average price of $22.92 and a 200 day moving average price of $22.91. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.43 and a 52-week high of $24.15.
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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