Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Raised by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 21.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 117,019 shares of the company’s stock after buying an additional 20,643 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 2.4% of Tempus Wealth Planning LLC’s holdings, making the stock its 9th largest holding. Tempus Wealth Planning LLC owned about 0.07% of Schwab U.S. Aggregate Bond ETF worth $5,383,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of SCHZ. Natixis Advisors L.P. raised its holdings in Schwab U.S. Aggregate Bond ETF by 25.3% in the third quarter. Natixis Advisors L.P. now owns 24,534 shares of the company’s stock worth $1,085,000 after purchasing an additional 4,946 shares in the last quarter. Ameriprise Financial Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 8.3% during the third quarter. Ameriprise Financial Inc. now owns 3,255,637 shares of the company’s stock valued at $144,052,000 after acquiring an additional 249,045 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in Schwab U.S. Aggregate Bond ETF by 4,218.2% in the third quarter. JPMorgan Chase & Co. now owns 2,419,519 shares of the company’s stock valued at $107,015,000 after acquiring an additional 2,363,488 shares in the last quarter. Baker Avenue Asset Management LP grew its holdings in Schwab U.S. Aggregate Bond ETF by 6.5% in the third quarter. Baker Avenue Asset Management LP now owns 1,695,268 shares of the company’s stock worth $74,982,000 after purchasing an additional 103,282 shares during the last quarter. Finally, Theory Financial LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 4.1% during the third quarter. Theory Financial LLC now owns 584,917 shares of the company’s stock worth $25,871,000 after purchasing an additional 22,783 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.6 %

SCHZ stock traded up $0.27 during trading on Thursday, reaching $45.59. The company had a trading volume of 225,932 shares, compared to its average volume of 757,792. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.00. The firm has a 50-day simple moving average of $45.42 and a 200-day simple moving average of $45.72.

Schwab U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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