Blossom Wealth Management Buys 36,044 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Blossom Wealth Management lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 121.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 65,699 shares of the company’s stock after purchasing an additional 36,044 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 2.9% of Blossom Wealth Management’s portfolio, making the stock its 6th largest position. Blossom Wealth Management’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,491,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of SCHZ. Bush Investment Group LLC boosted its position 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 purchasing an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC boosted 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 worth $19,266,000 after buying an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC grew its position in shares of 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 worth $7,318,000 after buying an additional 13,731 shares during the period. JPMorgan Chase & Co. increased its stake 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 valued at $300,804,000 after acquiring 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 4th quarter valued at approximately $234,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $22.83 on Friday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.26 and a 52-week high of $24.15. The firm has a 50 day moving average price of $22.86 and a 200 day moving average price of $23.19.

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.