Strategic Financial Concepts LLC Takes $1.72 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Strategic Financial Concepts LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 75,701 shares of the company’s stock, valued at approximately $1,718,000.

Other hedge funds also recently modified their holdings of the company. JPMorgan Chase & Co. raised 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 valued at $300,804,000 after acquiring an additional 689,398 shares during the period. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the period. Total Wealth Planning LLC raised 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 valued at $81,020,000 after acquiring an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after acquiring an additional 263,472 shares during the period. Finally, McAdam LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0 %

Shares of NYSEARCA:SCHZ opened at $22.83 on Tuesday. The firm’s 50 day simple moving average is $22.82 and its 200 day simple moving average is $23.19. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two 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.