January Capital Advisors LLC Invests $951,000 in Schwab U.S. Aggregate Bond ETF $SCHZ

January Capital Advisors LLC bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 40,941 shares of the company’s stock, valued at approximately $951,000. Schwab U.S. Aggregate Bond ETF comprises 1.3% of January Capital Advisors LLC’s investment portfolio, making the stock its 17th biggest position.

Other large investors also recently made changes to their positions in the company. JPMorgan Chase & Co. boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after purchasing an additional 451,820 shares during the period. Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 8.2% during the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares during the period. Avantax Planning Partners Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after buying an additional 263,321 shares in the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after buying an additional 98,660 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 10.7% during the third quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock worth $127,385,000 after buying an additional 524,573 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.83 on Friday. The firm has a 50-day moving average of $23.01 and a 200-day moving average of $23.21. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.73 and a 52-week high of $23.73.

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.