Vertex Planning Partners LLC Has $5.12 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Vertex Planning Partners LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 105.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 225,616 shares of the company’s stock after buying an additional 115,800 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 1.1% of Vertex Planning Partners LLC’s holdings, making the stock its 20th largest position. Vertex Planning Partners LLC owned approximately 0.14% of Schwab U.S. Aggregate Bond ETF worth $5,121,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of SCHZ. JPMorgan Chase & Co. raised its holdings in Schwab U.S. Aggregate Bond ETF by 85.2% during the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after acquiring an additional 5,390,455 shares during the period. Rockbridge Investment Management LCC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 120.1% during the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after purchasing an additional 3,421,595 shares in the last quarter. Avantax Planning Partners Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 107.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after buying an additional 3,375,950 shares during the period. Charles Schwab Trust Co boosted its position in shares of 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 acquiring an additional 2,998,174 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. raised its stake in Schwab U.S. Aggregate Bond ETF by 100.8% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 5,070,153 shares of the company’s stock valued at $115,092,000 after purchasing an additional 2,545,098 shares in the last quarter.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.00 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The business’s 50 day simple moving average is $22.95 and its two-hundred day simple moving average is $23.09.

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.