Waverly Advisors LLC Acquires 143,797 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Waverly Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 73.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 340,511 shares of the company’s stock after purchasing an additional 143,797 shares during the period. Waverly Advisors LLC owned approximately 0.20% of Schwab U.S. Aggregate Bond ETF worth $7,730,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors 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 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 during the period. Atomi Financial Group Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $234,000. Kestra Private Wealth Services LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 103.1% during the fourth quarter. Kestra Private Wealth Services LLC now owns 21,774 shares of the company’s stock valued at $494,000 after acquiring an additional 11,054 shares in the last quarter. Keystone Financial Group Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $315,000. Finally, US Bancorp DE grew its stake in Schwab U.S. Aggregate Bond ETF by 97.0% during the fourth quarter. US Bancorp DE now owns 37,184 shares of the company’s stock valued at $844,000 after acquiring an additional 18,309 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

Shares of NYSEARCA:SCHZ opened at $22.82 on Wednesday. The company has a 50 day moving average of $22.99 and a 200 day moving average of $22.93. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month 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.