Blue Trust Inc. Raises Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Blue Trust Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 17.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 528,044 shares of the company’s stock after purchasing an additional 76,856 shares during the quarter. Blue Trust Inc. owned approximately 0.32% of Schwab U.S. Aggregate Bond ETF worth $11,987,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in SCHZ. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing an additional 2,998,174 shares during the period. Total Wealth Planning LLC grew its position in shares of 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 buying an additional 1,900,153 shares during the period. Hengehold Capital Management LLC grew its position in shares of 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 worth $47,411,000 after buying an additional 1,089,385 shares during the period. BlueSky Wealth Advisors LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after buying an additional 1,045,592 shares during the period. Finally, JPMorgan Chase & Co. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% in the 3rd 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.

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

NYSEARCA:SCHZ opened at $22.74 on Monday. The firm’s 50-day moving average price is $22.86 and its 200-day moving average price is $23.20. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year 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.