310,577 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Claro Advisors Inc.

Claro Advisors Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 310,577 shares of the company’s stock, valued at approximately $6,864,000. Claro Advisors Inc. owned about 0.06% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Vantagepoint Investment Advisers LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $346,999,000. Rockbridge Investment Management LCC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in 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 last quarter. Avantax Planning Partners Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st 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 during the last quarter. Charles Schwab Trust Co increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after buying an additional 186,945 shares during the last quarter. Finally, Commonwealth Equity Services LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $92,958,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.57 on Friday. The firm’s fifty day moving average price is $22.37 and its 200-day moving average price is $22.96. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.

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.