Transcend Capital Advisors LLC Increases Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Transcend Capital Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 87.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 59,868 shares of the company’s stock after buying an additional 27,909 shares during the period. Transcend Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,359,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of SCHZ. Bush Investment Group LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the third quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after purchasing an additional 1,381 shares during the period. Forthright Family Wealth Advisory LLC raised its position 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 purchasing an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after buying an additional 13,731 shares during the period. JPMorgan Chase & Co. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 12.2% during the third 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 in the last quarter. Finally, Atomi Financial Group Inc. purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the fourth quarter worth approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of NYSEARCA:SCHZ opened at $22.97 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.