Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Holdings Boosted by Kohmann Bosshard Financial Services LLC

Kohmann Bosshard Financial Services LLC increased its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 113.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,474,865 shares of the company’s stock after buying an additional 1,317,559 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 6.7% of Kohmann Bosshard Financial Services LLC’s portfolio, making the stock its 2nd largest position. Kohmann Bosshard Financial Services LLC owned about 1.49% of Schwab U.S. Aggregate Bond ETF worth $56,179,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Bush Investment Group LLC lifted its holdings 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 worth $1,819,000 after acquiring an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC boosted its stake 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 valued at $19,266,000 after purchasing an additional 263,027 shares during the period. Independent Solutions Wealth Management LLC raised its position in Schwab U.S. Aggregate Bond ETF by 9.8% during the 3rd 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 last quarter. 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 valued at $300,804,000 after purchasing an additional 689,398 shares in the last quarter. Finally, Atomi Financial Group Inc. purchased a new stake in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth $234,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.26 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 fifty day simple moving average of $22.78 and a two-hundred day simple moving average of $23.15.

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.