20,900 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by Fiduciary Family Office LLC

Fiduciary Family Office LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,900 shares of the company’s stock, valued at approximately $474,000. Schwab U.S. Aggregate Bond ETF comprises about 0.1% of Fiduciary Family Office LLC’s investment portfolio, making the stock its 27th largest position.

Several other hedge funds also recently added to or reduced their stakes in the stock. Charles Schwab Trust Co lifted its stake in Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC increased its position 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 acquiring an additional 1,900,153 shares during the period. BlueSky Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 105.0% during the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after acquiring an additional 1,045,592 shares during the last quarter. JPMorgan Chase & Co. lifted its position 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 acquiring an additional 689,398 shares during the period. Finally, Theory Financial LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 112.0% in the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after purchasing an additional 660,264 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.75 on Thursday. The business has a 50 day simple moving average of $22.87 and a 200-day simple moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15.

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.