Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by IFP Advisors Inc

IFP Advisors Inc boosted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 453,917 shares of the company’s stock after acquiring an additional 32,305 shares during the period. IFP Advisors Inc’s holdings in Schwab U.S. Aggregate Bond ETF were worth $10,608,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Rossby Financial LCC grew its holdings in Schwab U.S. Aggregate Bond ETF by 121.1% during the 3rd quarter. Rossby Financial LCC now owns 1,077 shares of the company’s stock worth $25,000 after acquiring an additional 590 shares in the last quarter. LGT Financial Advisors LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after acquiring an additional 1,051 shares in the last quarter. Cloud Capital Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $30,000. Cape Investment Advisory Inc. grew its holdings in Schwab U.S. Aggregate Bond ETF by 101,400.0% during the 3rd quarter. Cape Investment Advisory Inc. now owns 3,045 shares of the company’s stock worth $71,000 after acquiring an additional 3,042 shares in the last quarter. Finally, WFA of San Diego LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $83,000.

Schwab U.S. Aggregate Bond ETF Trading Down 0.3%

NYSEARCA SCHZ opened at $22.84 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.64 and a 52 week high of $23.73. The firm has a 50 day moving average of $23.20 and a two-hundred day moving average of $23.37.

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.