Tempus Wealth Planning LLC Makes New $12.88 Million Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Tempus Wealth Planning LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 582,814 shares of the company’s stock, valued at approximately $12,880,000. Schwab U.S. Aggregate Bond ETF accounts for about 2.5% of Tempus Wealth Planning LLC’s holdings, making the stock its 5th biggest position. Tempus Wealth Planning LLC owned 0.12% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in SCHZ. Oarsman Capital Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after purchasing an additional 3,221,648 shares during the period. ZynergyRetirementPlanningLLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at $38,646,000. Rockbridge Investment Management LCC lifted its holdings 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 period. Farther Finance Advisors LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $13,292,000. Finally, Amicus Financial Advisors LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at about $13,423,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock traded up $0.01 during trading hours on Wednesday, hitting $22.16. 2,694,216 shares of the stock were exchanged, compared to its average volume of 2,294,432. The business’s 50-day moving average is $22.51 and its two-hundred day moving average is $22.87. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month 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.