Acorn Wealth Advisors LLC Buys 5,724 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Acorn Wealth Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 100.0% in the fourth quarter, HoldingsChannel reports. The fund owned 11,448 shares of the company’s stock after acquiring an additional 5,724 shares during the period. Acorn Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $260,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Bush Investment Group LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.7% in 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 during the period. Forthright Family Wealth Advisory LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during the third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock worth $19,266,000 after buying an additional 263,027 shares in the last quarter. Independent Solutions Wealth Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 9.8% in the third quarter. Independent Solutions Wealth Management LLC now owns 153,990 shares of the company’s stock valued at $7,318,000 after acquiring an additional 13,731 shares during the period. JPMorgan Chase & Co. grew its stake in shares of 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 acquiring an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the fourth quarter worth about $234,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $23.15 on Wednesday. The firm has a 50-day moving average price of $22.75 and a two-hundred day moving average price of $23.16. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

Schwab U.S. Aggregate Bond ETF 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.