RKL Wealth Management LLC Has $2.50 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

RKL Wealth Management LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 68.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 109,897 shares of the company’s stock after purchasing an additional 44,680 shares during the quarter. RKL Wealth Management LLC owned about 0.07% of Schwab U.S. Aggregate Bond ETF worth $2,495,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. boosted its position in Schwab U.S. Aggregate Bond ETF by 12.2% during the third 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 during the period. Charles Schwab Trust Co boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after acquiring an additional 2,998,174 shares during the period. Total Wealth Planning LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $81,020,000 after acquiring an additional 1,900,153 shares during the period. Rockbridge Investment Management LCC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the third quarter. Rockbridge Investment Management LCC now owns 2,848,603 shares of the company’s stock valued at $135,366,000 after acquiring an additional 263,472 shares during the period. Finally, McAdam LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $62,837,000 after acquiring an additional 1,344,215 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $23.03 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.26 and a 1-year high of $24.15. The business has a 50 day moving average of $22.83 and a 200-day moving average of $23.14.

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.