Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Holdings Raised by Stockman Wealth Management Inc.

Stockman Wealth Management Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 113.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 55,858 shares of the company’s stock after purchasing an additional 29,703 shares during the period. Stockman Wealth Management Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,268,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Bush Investment Group LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after purchasing an additional 1,381 shares in the last quarter. Forthright Family Wealth Advisory LLC grew its holdings in 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 valued at $19,266,000 after buying an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC grew its holdings in 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 valued at $7,318,000 after buying an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock valued at $300,804,000 after buying an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3 %

SCHZ opened at $22.84 on Friday. The stock’s 50 day moving average price is $22.82 and its two-hundred day moving average price is $23.18. 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 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.