Embree Financial Group Has $638,000 Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Embree Financial Group lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 49.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 28,114 shares of the company’s stock after purchasing an additional 9,304 shares during the period. Embree Financial Group’s holdings in Schwab U.S. Aggregate Bond ETF were worth $638,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of SCHZ. Bush Investment Group LLC lifted its holdings in 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 buying an additional 1,381 shares during the period. Independent Solutions Wealth Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares during the last quarter. Forthright Family Wealth Advisory LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after acquiring an additional 263,027 shares during the last quarter. JPMorgan Chase & Co. lifted its stake 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 worth $300,804,000 after acquiring an additional 689,398 shares during the period. Finally, Salem Investment Counselors Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock valued at $47,000 after acquiring an additional 1,039 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.74 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The company has a 50 day simple moving average of $22.86 and a two-hundred day simple moving average of $23.20.

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.