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

Transcend Capital Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 87.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 59,868 shares of the company’s stock after buying an additional 27,909 shares during the quarter. Transcend Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,359,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in SCHZ. Bush Investment Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in 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 lifted its position in 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 acquiring an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 9.8% during 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. grew its holdings 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 purchasing an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $234,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.97 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The stock’s 50 day moving average price is $22.75 and its 200 day moving average price is $23.16.

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.