Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Krilogy Financial LLC

Krilogy Financial LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 105.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 188,057 shares of the company’s stock after acquiring an additional 96,717 shares during the quarter. Krilogy Financial LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,269,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHZ. Total Wealth Planning LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% during the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after purchasing an additional 1,900,153 shares during the last quarter. Charles Schwab Trust Co increased its stake in Schwab U.S. Aggregate Bond ETF by 87.5% in the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after buying an additional 1,353,589 shares during the period. JPMorgan Chase & Co. raised its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after buying an additional 689,398 shares during the last quarter. Theory Financial LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 112.0% in the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock worth $59,400,000 after acquiring an additional 660,264 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 108.2% in the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after acquiring an additional 544,306 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.72 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 firm has a 50-day moving average price of $22.88 and a 200 day moving average price of $23.20.

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.