Claro Advisors LLC Has $407,000 Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Claro Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 53.6% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 17,517 shares of the company’s stock after acquiring an additional 6,113 shares during the period. Claro Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $407,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of SCHZ. Jane Street Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1,165.6% during the 1st quarter. Jane Street Group LLC now owns 2,274,341 shares of the company’s stock valued at $52,674,000 after acquiring an additional 2,094,632 shares during the period. Ascent Group LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 260.0% during the first quarter. Ascent Group LLC now owns 1,291,417 shares of the company’s stock worth $29,909,000 after buying an additional 932,671 shares during the last quarter. Daymark Wealth Partners LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 343.5% during the second quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock worth $27,323,000 after buying an additional 910,577 shares during the last quarter. Vident Advisory LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 145.3% during the first quarter. Vident Advisory LLC now owns 1,109,646 shares of the company’s stock worth $25,699,000 after buying an additional 657,360 shares during the last quarter. Finally, Cardinal Point Capital Management ULC raised its holdings in Schwab U.S. Aggregate Bond ETF by 6,517.7% during the second quarter. Cardinal Point Capital Management ULC now owns 635,697 shares of the company’s stock worth $14,774,000 after buying an additional 626,091 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.37 on Thursday. The company’s fifty day moving average price is $23.49 and its two-hundred day moving average price is $23.18. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.71.

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.