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

EP Wealth Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 92.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 31,291 shares of the company’s stock after acquiring an additional 15,063 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $710,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SCHZ. Westside Investment Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 100.0% during the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares in the last quarter. Archer Investment Corp lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.5% in the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after buying an additional 553 shares in the last quarter. Thompson Investment Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the last quarter. Tucker Asset Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% during the fourth quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after acquiring an additional 1,223 shares in the last quarter. Finally, Blair William & Co. IL increased its position in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after acquiring an additional 673 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.89 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $24.15. The stock has a 50-day moving average price of $23.02 and a 200 day moving average price of $22.95.

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.