Apriem Advisors Buys 212,423 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Apriem Advisors raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 99.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 426,245 shares of the company’s stock after acquiring an additional 212,423 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 1.1% of Apriem Advisors’ investment portfolio, making the stock its 28th largest position. Apriem Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $9,676,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. JPMorgan Chase & Co. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after purchasing an additional 689,398 shares during the period. Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares during the period. Finally, McAdam LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after buying an additional 1,344,215 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of NYSEARCA SCHZ opened at $23.18 on Thursday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The business’s 50 day moving average price is $22.76 and its 200-day moving average price is $23.15.

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.