Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, Holdings Channel reports. The fund acquired 71,426 shares of the company’s stock, valued at approximately $1,579,000.

A number of other large investors have also added to or reduced their stakes in SCHZ. Rockbridge Investment Management LCC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares during the period. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after acquiring an additional 263,321 shares during the period. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after purchasing an additional 186,945 shares during the period. Envestnet Asset Management Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 5.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after buying an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after acquiring an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA:SCHZ opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The company has a 50-day moving average of $22.43 and a 200 day moving average of $22.83.

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.