Cahill Financial Advisors Inc. Raises Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Cahill Financial Advisors Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 119.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,918 shares of the company’s stock after acquiring an additional 42,953 shares during the quarter. Cahill Financial Advisors Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,852,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Lansing Street Advisors raised its position in Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after purchasing an additional 447 shares during the period. Alley Investment Management Company LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after buying an additional 485 shares in the last quarter. Zhang Financial LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.5% in the second quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock valued at $2,263,000 after buying an additional 512 shares in the last quarter. Avidian Wealth Enterprises LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after buying an additional 529 shares during the period. Finally, Stockman Wealth Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock worth $1,432,000 after acquiring an additional 530 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $23.44 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.52 and a fifty-two week high of $23.71. The business has a 50 day moving average price of $23.43 and a two-hundred day moving average price of $23.38.

About Schwab U.S. Aggregate Bond ETF

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.