Empirical Asset Management LLC Has $1.36 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Empirical Asset Management LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 136.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,727 shares of the company’s stock after purchasing an additional 34,494 shares during the period. Empirical Asset Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,356,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SCHZ. Charles Schwab Trust Co grew its holdings in Schwab U.S. Aggregate Bond ETF by 87.5% during the third quarter. Charles Schwab Trust Co now owns 2,900,621 shares of the company’s stock worth $137,838,000 after purchasing an additional 1,353,589 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of 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 during the period. Theory Financial LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 112.0% during the 3rd quarter. Theory Financial LLC now owns 1,249,993 shares of the company’s stock worth $59,400,000 after acquiring an additional 660,264 shares during the last quarter. Cliftonlarsonallen Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 108.2% in the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,047,541 shares of the company’s stock valued at $23,779,000 after acquiring an additional 544,306 shares during the period. Finally, Sanctuary Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF in the second quarter valued at about $20,570,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.72 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 business has a 50 day moving average of $22.88 and a 200-day moving average of $23.20.

About Schwab U.S. Aggregate Bond ETF

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.