Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by Red Tortoise LLC

Red Tortoise LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 13.6% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 95,230 shares of the company’s stock after purchasing an additional 11,437 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 1.1% of Red Tortoise LLC’s portfolio, making the stock its 22nd biggest holding. Red Tortoise LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,213,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Cedar Mountain Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% during the second quarter. Cedar Mountain Advisors LLC now owns 623,079 shares of the company’s stock worth $14,480,000 after acquiring an additional 10,463 shares during the period. Duncan Williams Asset Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $10,799,000. Valpey Financial Services LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $3,480,000. Beacon Financial Advisory LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.8% in the 2nd quarter. Beacon Financial Advisory LLC now owns 57,925 shares of the company’s stock valued at $1,346,000 after purchasing an additional 4,687 shares during the period. Finally, Simplicity Wealth LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 164.9% during the second quarter. Simplicity Wealth LLC now owns 24,216 shares of the company’s stock worth $563,000 after buying an additional 15,075 shares in the last quarter.

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

SCHZ opened at $23.45 on Monday. The company has a fifty day moving average of $23.32 and a two-hundred day moving average of $23.09. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.65.

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.