Advisor OS LLC Acquires 100,950 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Advisor OS LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 99.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 202,482 shares of the company’s stock after acquiring an additional 100,950 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 0.5% of Advisor OS LLC’s investment portfolio, making the stock its 29th largest position. Advisor OS LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $4,596,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Westside Investment Management Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares in the last quarter. Archer Investment Corp grew its stake in Schwab U.S. Aggregate Bond ETF by 100.5% in the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after buying an additional 553 shares in the last quarter. Thompson Investment Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after buying an additional 1,141 shares during the last quarter. Key Financial Inc purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $32,000. Finally, Modus Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $33,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.7 %

Shares of NYSEARCA:SCHZ opened at $23.15 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The firm has a fifty day moving average of $22.76 and a 200 day moving average of $23.15.

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.