Bush Investment Group LLC Increases Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Bush Investment Group LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 83,818 shares of the company’s stock after buying an additional 2,487 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.5% of Bush Investment Group LLC’s investment portfolio, making the stock its 15th biggest position. Bush Investment Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,941,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $317,000. Revolve Wealth Partners LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 114.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 735,257 shares of the company’s stock worth $16,690,000 after acquiring an additional 392,380 shares during the period. US Bancorp DE increased its holdings in Schwab U.S. Aggregate Bond ETF by 97.0% during the 4th quarter. US Bancorp DE now owns 37,184 shares of the company’s stock worth $844,000 after acquiring an additional 18,309 shares during the period. Steward Partners Investment Advisory LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 100.0% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 3,362 shares of the company’s stock worth $76,000 after acquiring an additional 1,681 shares during the period. Finally, Atria Investments Inc increased its holdings in Schwab U.S. Aggregate Bond ETF by 16.2% during the 4th quarter. Atria Investments Inc now owns 72,433 shares of the company’s stock worth $1,644,000 after acquiring an additional 10,120 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3%

Schwab U.S. Aggregate Bond ETF stock opened at $23.05 on Friday. The firm’s 50 day simple moving average is $22.95 and its 200 day simple moving average is $22.91. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $24.15.

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.