GSB Wealth Management LLC Purchases 5,361 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

GSB Wealth Management LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 27.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,085 shares of the company’s stock after acquiring an additional 5,361 shares during the quarter. GSB Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $569,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. increased 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 purchasing an additional 689,398 shares during the period. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth 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 period. Total Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC raised its stake in Schwab U.S. Aggregate Bond ETF by 10.2% during the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after purchasing an additional 263,472 shares during the last quarter. Finally, Hengehold Capital Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 109.0% in the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $47,411,000 after purchasing an additional 1,089,385 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.74 on Friday. The firm’s 50-day moving average is $22.86 and its 200-day moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15.

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.