Clearwater Capital Advisors LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 89.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,061 shares of the company’s stock after purchasing an additional 4,266 shares during the quarter. Clearwater Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $206,000 at the end of the most recent reporting period.
Several other large investors have also recently made changes to their positions in the business. Avantax Planning Partners Inc. increased its position in shares of 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 valued at $147,805,000 after purchasing an additional 3,375,950 shares during the last quarter. JPMorgan Chase & Co. increased its position in shares of 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 valued at $300,804,000 after purchasing an additional 689,398 shares during the last quarter. Charles Schwab Trust Co increased its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC increased its holdings 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 worth $81,020,000 after acquiring an additional 1,900,153 shares during the last quarter. Finally, HighTower Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 112.5% in the 4th quarter. HighTower Advisors LLC now owns 3,091,537 shares of the company’s stock worth $70,178,000 after acquiring an additional 1,636,645 shares during the last quarter.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ opened at $23.06 on Tuesday. The business has a 50-day moving average of $22.87 and a 200 day moving average of $23.11. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week 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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