Sound Income Strategies LLC Has $80,000 Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Sound Income Strategies LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 373.1% during the 4th quarter, HoldingsChannel reports. The firm owned 3,506 shares of the company’s stock after acquiring an additional 2,765 shares during the period. Sound Income Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $80,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in SCHZ. Charles Schwab Trust Co grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 103.4% during the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after buying an additional 2,998,174 shares during the last quarter. Total Wealth Planning LLC boosted its holdings in shares of 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 valued at $81,020,000 after acquiring an additional 1,900,153 shares in the last quarter. Hengehold Capital Management LLC grew its position in Schwab U.S. Aggregate Bond ETF by 109.0% during the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares during the last quarter. BlueSky Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th 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 in the last quarter. Finally, JPMorgan Chase & Co. raised its position 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 during the last quarter.

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

Schwab U.S. Aggregate Bond ETF stock opened at $22.74 on Friday. The business has a 50 day moving average of $22.86 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.