Elevation Point Wealth Partners LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 22.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,064,646 shares of the company’s stock after buying an additional 198,085 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $24,721,000 as of its most recent filing with the SEC.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. JPMorgan Chase & Co. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after acquiring an additional 451,820 shares in the last quarter. Rockbridge Investment Management LCC raised its position in Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares in the last quarter. Ameriprise Financial Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the period. Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% during the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after purchasing an additional 264,273 shares in the last quarter. Finally, Charles Schwab Trust Co boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after purchasing an additional 268,364 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Trading Up 0.0%
SCHZ stock opened at $23.05 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.77 and a 1-year high of $23.73. The business’s 50 day moving average is $23.10 and its 200-day moving average is $23.28.
About Schwab U.S. Aggregate Bond ETF
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.
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