Financial Engines Advisors L.L.C. Grows Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Financial Engines Advisors L.L.C. boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,070,153 shares of the company’s stock after acquiring an additional 2,545,098 shares during the quarter. Financial Engines Advisors L.L.C. owned 3.05% of Schwab U.S. Aggregate Bond ETF worth $115,092,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of SCHZ. Bush Investment Group LLC boosted 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 acquiring an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC grew its holdings in 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 valued at $19,266,000 after purchasing an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC increased its position in Schwab U.S. Aggregate Bond ETF by 9.8% in the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after buying an additional 13,731 shares in the last quarter. JPMorgan Chase & Co. raised 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 buying an additional 689,398 shares during the period. Finally, Atomi Financial Group Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $234,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of NYSEARCA:SCHZ opened at $23.07 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The stock has a 50 day moving average of $22.94 and a 200 day moving average of $23.09.

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.