One Wealth Advisors LLC boosted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 8.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 805,324 shares of the company’s stock after buying an additional 61,529 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 2.4% of One Wealth Advisors LLC’s portfolio, making the stock its 11th biggest position. One Wealth Advisors LLC owned about 0.21% of Schwab U.S. Aggregate Bond ETF worth $18,901,000 at the end of the most recent reporting period.
A number of other large investors have also recently bought and sold shares of SCHZ. Lansing Street Advisors raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after purchasing an additional 447 shares during the last quarter. Alley Investment Management Company LLC grew its position in Schwab U.S. Aggregate Bond ETF by 3.3% in the third quarter. Alley Investment Management Company LLC now owns 15,402 shares of the company’s stock valued at $361,000 after purchasing an additional 485 shares in the last quarter. Zhang Financial LLC grew its position in Schwab U.S. Aggregate Bond ETF by 0.5% in the second quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock valued at $2,263,000 after purchasing an additional 512 shares in the last quarter. Avidian Wealth Enterprises LLC increased its stake in Schwab U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after buying an additional 529 shares during the last quarter. Finally, Stockman Wealth Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Stockman Wealth Management Inc. now owns 61,025 shares of the company’s stock worth $1,432,000 after buying an additional 530 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Performance
Schwab U.S. Aggregate Bond ETF stock opened at $23.46 on Tuesday. The firm has a 50-day moving average of $23.43 and a 200-day moving average of $23.38. Schwab U.S. Aggregate Bond ETF has a one year low of $22.52 and a one 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.
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