Partners in Financial Planning Takes Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Partners in Financial Planning bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,282 shares of the company’s stock, valued at approximately $301,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. Westside Investment Management Inc. raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after acquiring an additional 558 shares during the last quarter. Archer Investment Corp lifted its holdings in Schwab U.S. Aggregate Bond ETF by 100.5% during the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after buying an additional 553 shares in the last quarter. Thompson Investment Management Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 2,001.8% in the 4th quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock valued at $27,000 after buying an additional 1,141 shares during the last quarter. Tucker Asset Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4,529.6% in the 4th quarter. Tucker Asset Management LLC now owns 1,250 shares of the company’s stock valued at $28,000 after buying an additional 1,223 shares during the period. Finally, Blair William & Co. IL raised its position in shares of Schwab U.S. Aggregate Bond ETF by 124.4% during the fourth quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after acquiring an additional 673 shares during the last quarter.

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

Schwab U.S. Aggregate Bond ETF stock opened at $23.13 on Monday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15. The business’s 50-day simple moving average is $22.96 and its 200 day simple moving average is $23.07.

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.