Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Position Boosted by MorganRosel Wealth Management LLC

MorganRosel Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 102.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 360,128 shares of the company’s stock after purchasing an additional 182,457 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 2.7% of MorganRosel Wealth Management LLC’s portfolio, making the stock its 8th biggest holding. MorganRosel Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $8,175,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Bush Investment Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after purchasing an additional 1,381 shares in the last quarter. Forthright Family Wealth Advisory LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 184.7% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after acquiring an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock worth $7,318,000 after acquiring an additional 13,731 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in Schwab U.S. Aggregate Bond ETF by 12.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,330,057 shares of the company’s stock worth $300,804,000 after acquiring an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $234,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $23.00 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The firm has a fifty day moving average of $22.75 and a two-hundred day moving average of $23.16.

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.