Simplicity Wealth LLC Acquires 649,533 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Simplicity Wealth LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 649,533 shares of the company’s stock, valued at approximately $14,355,000. Simplicity Wealth LLC owned about 0.14% of Schwab U.S. Aggregate Bond ETF at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Rockbridge Investment Management LCC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares during the period. Charles Schwab Trust Co grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares during the period. Envestnet Asset Management Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after acquiring an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after acquiring an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The business has a 50-day moving average of $22.43 and a 200 day moving average of $22.83.

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.