Red Tortoise LLC Buys 37,861 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Red Tortoise LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 115.5% in the fourth quarter, HoldingsChannel reports. The firm owned 70,631 shares of the company’s stock after buying an additional 37,861 shares during the quarter. Red Tortoise LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,603,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Bush Investment Group LLC grew its holdings in 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 valued at $1,819,000 after buying an additional 1,381 shares in the last quarter. Forthright Family Wealth Advisory LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 184.7% in 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 in the last quarter. 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 purchasing an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. raised its stake in 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 valued at $300,804,000 after purchasing an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at $234,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:SCHZ opened at $22.83 on Monday. The firm has a fifty day simple moving average of $22.85 and a two-hundred day simple moving average of $23.19. 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.