Wealth Alliance Boosts Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wealth Alliance grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 73.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,829 shares of the company’s stock after buying an additional 6,724 shares during the period. Wealth Alliance’s holdings in Schwab U.S. Aggregate Bond ETF were worth $359,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Bush Investment Group LLC lifted 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 last quarter. Forthright Family Wealth Advisory LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after acquiring an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in 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 buying an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $234,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

Schwab U.S. Aggregate Bond ETF stock opened at $22.97 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The company’s 50 day moving average is $22.75 and its two-hundred day moving average is $23.16.

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.