MKD Wealth Coaches LLC Invests $218,000 in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

MKD Wealth Coaches LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 9,587 shares of the company’s stock, valued at approximately $218,000. Schwab U.S. Aggregate Bond ETF comprises 0.2% of MKD Wealth Coaches LLC’s portfolio, making the stock its 25th biggest position.

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

Schwab U.S. Aggregate Bond ETF Stock Up 0.1 %

NYSEARCA SCHZ opened at $23.18 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.26 and a 1 year high of $24.15. The business’s fifty day moving average is $22.76 and its two-hundred day moving average is $23.15.

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.