Merit Financial Group LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 1,057.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 365,092 shares of the company’s stock after acquiring an additional 333,561 shares during the quarter. Merit Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $8,288,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Total Wealth Planning LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares in the last quarter. Charles Schwab Trust Co boosted its holdings in Schwab U.S. Aggregate Bond ETF by 87.5% in the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock worth $137,838,000 after buying an additional 1,353,589 shares during the last quarter. JPMorgan Chase & Co. increased its stake 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. Theory Financial LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 112.0% during the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after acquiring an additional 660,264 shares during the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 108.2% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after acquiring an additional 544,306 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Shares of SCHZ opened at $22.72 on Friday. The stock has a 50 day moving average price of $22.88 and a 200 day moving average price of $23.20. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year 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.
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