Glass Jacobson Investment Advisors llc Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Glass Jacobson Investment Advisors llc grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,500 shares of the company’s stock after purchasing an additional 3,250 shares during the quarter. Glass Jacobson Investment Advisors llc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $148,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of SCHZ. JPMorgan Chase & Co. boosted its stake in Schwab U.S. Aggregate Bond ETF by 85.2% in the fourth quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after acquiring an additional 5,390,455 shares in the last quarter. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 120.1% during the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock worth $142,334,000 after buying an additional 3,421,595 shares during the last quarter. Avantax Planning Partners Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 107.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock worth $147,805,000 after buying an additional 3,375,950 shares during the last quarter. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the period. Finally, Financial Engines Advisors L.L.C. lifted its stake in Schwab U.S. Aggregate Bond ETF by 100.8% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after buying an additional 2,545,098 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.72 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The company’s 50 day simple moving average is $23.01 and its 200-day simple moving average is $23.01.

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.