Empirical Asset Management LLC Acquires 34,494 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Empirical Asset Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 136.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 59,727 shares of the company’s stock after buying an additional 34,494 shares during the period. Empirical Asset Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,356,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 87.5% during the 3rd quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock valued at $137,838,000 after acquiring an additional 1,353,589 shares during the period. JPMorgan Chase & Co. raised 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. Theory Financial LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 112.0% during the third quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock worth $59,400,000 after purchasing an additional 660,264 shares during the period. Cliftonlarsonallen Wealth Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 108.2% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock worth $23,779,000 after buying an additional 544,306 shares in the last quarter. Finally, Sanctuary Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at about $20,570,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.72 on Friday. The company has a 50 day moving average of $22.88 and a 200-day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15.

Schwab U.S. Aggregate Bond ETF Company 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.