Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) is Reston Wealth Management LLC’s 9th Largest Position

Reston Wealth Management LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 127.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 306,303 shares of the company’s stock after acquiring an additional 171,774 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.6% of Reston Wealth Management LLC’s investment portfolio, making the stock its 9th biggest holding. Reston Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $6,953,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Bush Investment Group LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 3.7% during the third 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 in the last quarter. Forthright Family Wealth Advisory LLC raised its stake 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 worth $19,266,000 after buying an additional 263,027 shares during the period. 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 buying an additional 13,731 shares in the last quarter. JPMorgan Chase & Co. grew its stake in 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 period. Finally, Salem Investment Counselors Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 102.2% in the 4th quarter. Salem Investment Counselors Inc. now owns 2,056 shares of the company’s stock worth $47,000 after acquiring an additional 1,039 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.84 on Thursday. The company has a fifty day moving average of $22.86 and a two-hundred day moving average of $23.20. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week 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.