36,200 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Aletheian Wealth Advisors LLC

Aletheian Wealth Advisors LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 36,200 shares of the company’s stock, valued at approximately $800,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Rockbridge Investment Management LCC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first 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 during the last quarter. Avantax Planning Partners Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after purchasing an additional 263,321 shares during the last quarter. Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF by 2.9% during the second 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 during the period. Envestnet Asset Management Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares during the period. Finally, Oarsman Capital Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second 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 in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ traded up $0.06 on Thursday, hitting $22.09. The company had a trading volume of 987,020 shares, compared to its average volume of 2,265,785. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The business has a 50 day moving average of $22.56 and a two-hundred day moving average of $22.90.

Schwab U.S. Aggregate Bond ETF 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.