186,319 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Spectrum Planning & Advisory Services Inc.

Spectrum Planning & Advisory Services Inc. purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 186,319 shares of the company’s stock, valued at approximately $4,118,000. Schwab U.S. Aggregate Bond ETF comprises about 1.7% of Spectrum Planning & Advisory Services Inc.’s portfolio, making the stock its 18th biggest position.

A number of other large investors also recently modified their holdings of SCHZ. HORAN Wealth LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after purchasing an additional 447 shares during the period. Twin Cities Retirement Group LLC increased its position in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock worth $2,948,000 after purchasing an additional 574 shares in the last quarter. Plan A Wealth LLC increased its position in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock worth $953,000 after purchasing an additional 710 shares in the last quarter. Stonekeep Investments LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% in the second quarter. Stonekeep Investments LLC now owns 224,356 shares of the company’s stock valued at $5,189,000 after buying an additional 844 shares during the period. Finally, Quantum Capital Management LLC NJ raised its holdings in Schwab U.S. Aggregate Bond ETF by 9.1% in the first quarter. Quantum Capital Management LLC NJ now owns 11,412 shares of the company’s stock valued at $265,000 after buying an additional 950 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA SCHZ opened at $22.40 on Thursday. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73. The company’s 50 day moving average price is $22.35 and its 200 day moving average price is $22.94.

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.