JMG Financial Group Ltd. Boosts Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

JMG Financial Group Ltd. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 90.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 124,195 shares of the company’s stock after purchasing an additional 58,956 shares during the period. JMG Financial Group Ltd.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,819,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in SCHZ. JPMorgan Chase & Co. grew its stake in shares of 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 worth $300,804,000 after acquiring an additional 689,398 shares in the last quarter. Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after purchasing 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 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 during the period. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after buying an additional 263,472 shares during the period. Finally, McAdam LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% during 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 in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of NYSEARCA:SCHZ opened at $22.87 on Friday. 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 firm’s 50 day moving average price is $22.75 and its 200 day moving average price is $23.16.

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.