Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by One Wealth Advisors LLC

One Wealth Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 114.0% during the fourth quarter, Holdings Channel reports. The fund owned 800,443 shares of the company’s stock after acquiring an additional 426,444 shares during the period. Schwab U.S. Aggregate Bond ETF comprises 2.7% of One Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest position. One Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $18,170,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Archer Investment Corp purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $26,000. Sound Income Strategies LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth approximately $35,000. Godsey & Gibb Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth about $36,000. Westside Investment Management Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares during the last quarter. Finally, Bristlecone Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $56,000.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $22.83 on Monday. The firm has a 50-day moving average price of $22.85 and a 200 day moving average price of $23.19. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week 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.