Platt Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm bought 46,284 shares of the company’s stock, valued at approximately $1,023,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.8% of Platt Wealth Management LLC’s holdings, making the stock its 27th largest position.
A number of other institutional investors have also recently bought and sold shares of SCHZ. Avantax Planning Partners Inc. bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $491,889,000. Vantagepoint Investment Advisers LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $346,999,000. Rockbridge Investment Management LCC lifted its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares in the last quarter. Charles Schwab Trust Co lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Finally, Commonwealth Equity Services LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $92,958,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of SCHZ stock opened at $22.55 on Monday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73. The company’s fifty day simple moving average is $22.37 and its 200-day simple moving average is $22.95.
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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