Kiley Juergens Wealth Management LLC Has $1.05 Million Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Kiley Juergens Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 283.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 46,096 shares of the company’s stock after acquiring an additional 34,083 shares during the quarter. Kiley Juergens Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,046,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. lifted its stake in shares of 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 acquiring an additional 689,398 shares during the last quarter. Total Wealth Planning LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 113.8% during the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after buying an additional 1,900,153 shares during the period. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 87.5% in 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. Rockbridge Investment Management LCC lifted its holdings 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 during the period. Finally, BlueSky Wealth Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after purchasing an additional 1,045,592 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.72 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The business’s 50-day moving average price is $22.87 and its two-hundred day moving average price is $23.20.

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.