Gradient Capital Advisors LLC Has $778,000 Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Gradient Capital Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 85.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,291 shares of the company’s stock after buying an additional 15,785 shares during the period. Gradient Capital Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $778,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bush Investment Group LLC raised its stake in shares of 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 acquiring 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 third quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after purchasing an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC raised 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 purchasing an additional 13,731 shares during the period. JPMorgan Chase & Co. lifted 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 worth $300,804,000 after buying an additional 689,398 shares during the last quarter. Finally, Atomi Financial Group Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $234,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.2 %

NYSEARCA:SCHZ opened at $22.78 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The firm’s fifty day simple moving average is $22.81 and its 200 day simple moving average is $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.