Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Mayflower Financial Advisors LLC

Mayflower Financial Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 465,472 shares of the company’s stock after purchasing an additional 23,718 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.1% of Mayflower Financial Advisors LLC’s investment portfolio, making the stock its 15th largest holding. Mayflower Financial Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $10,808,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. JPMorgan Chase & Co. grew its position in 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 purchasing an additional 451,820 shares during the last quarter. 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 purchasing an additional 999,097 shares during the period. Ameriprise Financial Inc. raised its holdings in shares of 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 buying an additional 98,660 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after buying an additional 264,273 shares during the last quarter. Finally, Charles Schwab Trust Co raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after buying an additional 268,364 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $23.23 on Tuesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.77 and a fifty-two week high of $23.73. The firm has a 50-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.