Transform Wealth LLC Has $2.10 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Transform Wealth LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 111.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 92,358 shares of the company’s stock after buying an additional 48,612 shares during the period. Transform Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,097,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Bush Investment Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock worth $1,819,000 after acquiring an additional 1,381 shares during the period. Independent Solutions Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after purchasing an additional 13,731 shares during the period. Forthright Family Wealth Advisory LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 184.7% in the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after buying an additional 263,027 shares during the last quarter. JPMorgan Chase & Co. increased its position in Schwab U.S. Aggregate Bond ETF by 12.2% in 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 period. Finally, Salem Investment Counselors Inc. boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 102.2% in the fourth quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock valued at $47,000 after acquiring an additional 1,039 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.72 on Tuesday. The company’s fifty day moving average is $22.87 and its two-hundred day moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week 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.