Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Index Fund Advisors Inc.

Index Fund Advisors Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 102.6% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 9,988 shares of the company’s stock after acquiring an additional 5,059 shares during the period. Index Fund Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $227,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of SCHZ. JPMorgan Chase & Co. lifted its stake 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 valued at $300,804,000 after buying an additional 689,398 shares in the last quarter. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares during the last quarter. Rockbridge Investment Management LCC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% during the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock worth $135,366,000 after purchasing an additional 263,472 shares in the last quarter. Finally, McAdam LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after purchasing an additional 1,344,215 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.83 on Tuesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15. The stock’s fifty day moving average is $22.82 and its two-hundred day moving average is $23.19.

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.