Schwab U.S. Aggregate Bond ETF $SCHZ Holdings Boosted by Avantax Planning Partners Inc.

Avantax Planning Partners Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,447,340 shares of the company’s stock after buying an additional 264,273 shares during the period. Schwab U.S. Aggregate Bond ETF makes up about 4.9% of Avantax Planning Partners Inc.’s holdings, making the stock its 4th biggest position. Avantax Planning Partners Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $174,044,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Pinnacle Associates Ltd. grew its position in Schwab U.S. Aggregate Bond ETF by 21.4% in the fourth quarter. Pinnacle Associates Ltd. now owns 10,486 shares of the company’s stock worth $245,000 after acquiring an additional 1,850 shares in the last quarter. Moneywise Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth $390,000. Western Wealth Management LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the fourth quarter valued at about $204,000. VanderPol Investments L.L.C. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 39.1% in the fourth quarter. VanderPol Investments L.L.C. now owns 181,981 shares of the company’s stock valued at $4,253,000 after purchasing an additional 51,177 shares during the last quarter. Finally, Rockbridge Investment Management LCC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after purchasing an additional 999,097 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Down 0.1%

Schwab U.S. Aggregate Bond ETF stock opened at $23.06 on Friday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73. The business’s 50-day simple moving average is $23.23 and its 200-day simple moving average is $23.38.

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.