FIDELIS iM LLC Increases Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

FIDELIS iM LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the 4th quarter, Holdings Channel reports. The firm owned 37,360 shares of the company’s stock after acquiring an additional 18,680 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.3% of FIDELIS iM LLC’s portfolio, making the stock its 16th largest position. FIDELIS iM LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $848,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in SCHZ. 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 valued at $300,804,000 after acquiring an additional 689,398 shares during the period. Charles Schwab Trust Co lifted its stake 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 in the last quarter. Total Wealth Planning LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after purchasing an additional 263,472 shares during the period. Finally, Hengehold Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after buying an additional 1,089,385 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.74 on Friday. The business has a 50-day simple moving average of $22.86 and a 200 day simple moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

About Schwab U.S. Aggregate Bond ETF

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.