D.B. Root & Company LLC Decreases Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

D.B. Root & Company LLC cut its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 20.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,721 shares of the company’s stock after selling 3,481 shares during the quarter. D.B. Root & Company LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $319,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the first quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after purchasing an additional 546,711 shares during the period. Avantax Planning Partners Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 4.2% in the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock valued at $157,208,000 after buying an additional 276,661 shares in the last quarter. Charles Schwab Trust Co raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.2% during the 2nd quarter. Charles Schwab Trust Co now owns 5,587,068 shares of the company’s stock valued at $129,843,000 after acquiring an additional 175,554 shares during the period. Total Wealth Planning LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock valued at $88,497,000 after acquiring an additional 60,167 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 7.4% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after acquiring an additional 254,568 shares in the last quarter.

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

Schwab U.S. Aggregate Bond ETF stock opened at $23.40 on Tuesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $23.65. The business has a fifty day moving average price of $23.33 and a 200-day moving average price of $23.09.

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.