225,814 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Acquired by Midwest Capital Advisors LLC

Midwest Capital Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 225,814 shares of the company’s stock, valued at approximately $5,126,000. Schwab U.S. Aggregate Bond ETF makes up approximately 3.7% of Midwest Capital Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Midwest Capital Advisors LLC owned 0.14% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bush Investment Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% during the 3rd quarter. Bush Investment Group LLC now owns 38,288 shares of the company’s stock valued at $1,819,000 after acquiring an additional 1,381 shares during the last quarter. Forthright Family Wealth Advisory LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 184.7% during the 3rd quarter. Forthright Family Wealth Advisory LLC now owns 405,421 shares of the company’s stock valued at $19,266,000 after acquiring an additional 263,027 shares during the last quarter. Independent Solutions Wealth Management LLC lifted 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 valued at $7,318,000 after acquiring an additional 13,731 shares during the last quarter. JPMorgan Chase & Co. lifted its position 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 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 during the 4th quarter valued at $234,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of NYSEARCA:SCHZ opened at $22.97 on Monday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The stock has a fifty day moving average of $22.75 and a 200-day moving average of $23.16.

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.