Avantax Planning Partners Inc. Buys 263,321 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Avantax Planning Partners Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.5% in the 1st quarter, HoldingsChannel reports. The fund owned 7,710,661 shares of the company’s stock after acquiring an additional 263,321 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 4.9% of Avantax Planning Partners Inc.’s investment portfolio, making the stock its 4th largest position. Avantax Planning Partners Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $179,042,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Chicago Partners Investment Group LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.8% in the first quarter. Chicago Partners Investment Group LLC now owns 63,172 shares of the company’s stock worth $1,471,000 after buying an additional 1,728 shares during the period. Diversify Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 5.3% during the 1st quarter. Diversify Wealth Management LLC now owns 94,736 shares of the company’s stock valued at $2,193,000 after acquiring an additional 4,762 shares during the last quarter. Carnegie Investment Counsel raised its stake in Schwab U.S. Aggregate Bond ETF by 7.6% during the first quarter. Carnegie Investment Counsel now owns 102,903 shares of the company’s stock valued at $2,389,000 after buying an additional 7,231 shares in the last quarter. Sachetta LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 447.6% during the first quarter. Sachetta LLC now owns 1,818 shares of the company’s stock valued at $42,000 after buying an additional 1,486 shares in the last quarter. Finally, WealthShield Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 6.9% during the 1st quarter. WealthShield Partners LLC now owns 304,718 shares of the company’s stock worth $7,076,000 after buying an additional 19,799 shares during the last quarter.

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

SCHZ opened at $22.86 on Tuesday. The company’s 50-day moving average price is $23.06 and its 200 day moving average price is $23.26. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.77 and a fifty-two week high of $23.73.

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.