439,405 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Prosperitas Financial LLC

Prosperitas Financial LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 439,405 shares of the company’s stock, valued at approximately $9,711,000. Schwab U.S. Aggregate Bond ETF accounts for about 3.0% of Prosperitas Financial LLC’s investment portfolio, making the stock its 13th largest holding.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vantagepoint Investment Advisers LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at $346,999,000. Rockbridge Investment Management LCC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the first 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 period. Avantax Planning Partners Inc. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after buying an additional 263,321 shares during the period. Charles Schwab Trust Co boosted its stake 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 buying an additional 186,945 shares in the last quarter. Finally, Park Avenue Securities LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $83,483,000.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of SCHZ stock opened at $22.53 on Friday. The stock has a 50-day simple moving average of $22.40 and a 200 day simple moving average of $22.98. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.

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.