Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Cliftonlarsonallen Wealth Advisors LLC

Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 108.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,047,541 shares of the company’s stock after acquiring an additional 544,306 shares during the period. Cliftonlarsonallen Wealth Advisors LLC owned 0.63% of Schwab U.S. Aggregate Bond ETF worth $23,779,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in SCHZ. Charles Schwab Trust Co increased its position in shares of Schwab U.S. Aggregate Bond ETF by 87.5% during the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after acquiring an additional 1,353,589 shares during the last quarter. JPMorgan Chase & Co. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during 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. Theory Financial LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 112.0% in the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock valued at $59,400,000 after acquiring an additional 660,264 shares in the last quarter. Sanctuary Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the second quarter worth approximately $20,570,000. Finally, One Wealth Advisors LLC purchased a new position in Schwab U.S. Aggregate Bond ETF in the third quarter worth approximately $17,772,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.8 %

Shares of NYSEARCA:SCHZ traded up $0.19 during trading hours on Wednesday, reaching $22.67. The stock had a trading volume of 108,662 shares, compared to its average volume of 1,435,770. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The firm’s 50 day moving average is $22.90 and its 200-day moving average is $23.21.

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.