Integrated Wealth Concepts LLC Has $9.16 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Integrated Wealth Concepts LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 24.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 395,992 shares of the company’s stock after purchasing an additional 76,887 shares during the period. Integrated Wealth Concepts LLC owned 0.09% of Schwab U.S. Aggregate Bond ETF worth $9,159,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of SCHZ. IFP Advisors Inc grew its stake in Schwab U.S. Aggregate Bond ETF by 20.7% in the 2nd quarter. IFP Advisors Inc now owns 429,530 shares of the company’s stock valued at $9,935,000 after buying an additional 73,597 shares during the last quarter. XY Planning Network Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.3% during the second quarter. XY Planning Network Inc. now owns 212,609 shares of the company’s stock worth $4,918,000 after acquiring an additional 6,705 shares during the period. MLG Wealth Management DBA Pine Grove Financial Group grew its position in shares of Schwab U.S. Aggregate Bond ETF by 5.0% in the second quarter. MLG Wealth Management DBA Pine Grove Financial Group now owns 822,511 shares of the company’s stock valued at $19,086,000 after purchasing an additional 38,892 shares during the last quarter. Citadel Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 257.7% during the second quarter. Citadel Advisors LLC now owns 383,817 shares of the company’s stock worth $8,878,000 after purchasing an additional 276,526 shares during the period. Finally, HORAN Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the second 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.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $22.45 on Friday. The stock has a 50 day simple moving average of $22.81 and a 200 day simple moving average of $23.06. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.45 and a 1-year high of $23.73.

About Schwab U.S. Aggregate Bond ETF

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.