Bartlett & CO. Wealth Management LLC Boosts Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bartlett & CO. Wealth Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 57.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,252 shares of the company’s stock after purchasing an additional 12,435 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $778,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the company. Westside Investment Management Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after buying an additional 558 shares in the last quarter. Archer Investment Corp bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $26,000. Modus Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Sound Income Strategies LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $35,000. Finally, Godsey & Gibb Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $36,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $22.74 on Friday. The firm has a 50 day moving average of $22.86 and a 200-day moving average of $23.20. 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 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.