Schwab U.S. Aggregate Bond ETF $SCHZ Shares Bought by NorthRock Partners LLC

NorthRock Partners LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 33.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,618,956 shares of the company’s stock after buying an additional 409,926 shares during the period. NorthRock Partners LLC owned 0.35% of Schwab U.S. Aggregate Bond ETF worth $37,446,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SCHZ. JPMorgan Chase & Co. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the fourth quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after acquiring an additional 451,820 shares during the last quarter. Rockbridge Investment Management LCC raised its holdings in shares of 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 worth $225,085,000 after purchasing an additional 735,662 shares during the period. Avantax Planning Partners Inc. raised 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 worth $179,042,000 after purchasing an additional 263,321 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares during the period. Finally, Charles Schwab Trust Co grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $22.64 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.60 and a 1 year high of $23.73. The firm has a 50 day moving average price of $22.83 and a 200 day moving average price of $23.08.

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.