One Wealth Advisors LLC Purchases 61,529 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

One Wealth Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 805,324 shares of the company’s stock after purchasing an additional 61,529 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 2.4% of One Wealth Advisors LLC’s portfolio, making the stock its 11th biggest holding. One Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $18,901,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. JPMorgan Chase & Co. now owns 12,425,217 shares of the company’s stock worth $288,762,000 after buying an additional 157,994 shares in the last quarter. Ameriprise Financial Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock valued at $173,387,000 after acquiring an additional 98,660 shares in the last quarter. Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 6.9% during the second quarter. Rockbridge Investment Management LCC now owns 7,382,880 shares of the company’s stock worth $171,578,000 after acquiring an additional 477,759 shares during the period. Avantax Planning Partners Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 2.8% during the third quarter. Avantax Planning Partners Inc. now owns 7,183,067 shares of the company’s stock worth $168,587,000 after acquiring an additional 195,216 shares during the period. Finally, Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF by 6.4% in the 3rd quarter. Charles Schwab Trust Co now owns 5,946,824 shares of the company’s stock worth $139,572,000 after purchasing an additional 359,756 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA SCHZ opened at $23.46 on Tuesday. The firm has a 50-day moving average price of $23.43 and a two-hundred day moving average price of $23.38. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71.

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.