Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Tempus Wealth Planning LLC’s 9th Largest Position

Tempus Wealth Planning LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 118.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 293,536 shares of the company’s stock after acquiring an additional 159,146 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up 2.0% of Tempus Wealth Planning LLC’s investment portfolio, making the stock its 9th largest holding. Tempus Wealth Planning LLC owned 0.18% of Schwab U.S. Aggregate Bond ETF worth $6,663,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its stake in 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 in the last quarter. Charles Schwab Trust Co lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after buying an additional 1,900,153 shares in the last quarter. Rockbridge Investment Management LCC increased its holdings in Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after buying an additional 263,472 shares during the last quarter. Finally, McAdam LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after buying an additional 1,344,215 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3 %

NYSEARCA SCHZ opened at $22.76 on Tuesday. The company has a 50 day moving average price of $22.85 and a two-hundred day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.