Blossom Wealth Management Increases Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Blossom Wealth Management boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 121.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 65,699 shares of the company’s stock after purchasing an additional 36,044 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 2.9% of Blossom Wealth Management’s investment portfolio, making the stock its 6th biggest holding. Blossom Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,491,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. grew its holdings in 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 purchasing an additional 689,398 shares during the period. Charles Schwab Trust Co lifted its holdings 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 in the last quarter. Total Wealth Planning LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after purchasing an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC grew its position in 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 buying an additional 263,472 shares in the last quarter. Finally, Hengehold Capital Management LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after purchasing an additional 1,089,385 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.83 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The firm has a 50 day moving average of $22.86 and a 200-day moving average of $23.19.

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.