Phil A. Younker & Associates Ltd. Purchases 101,962 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Phil A. Younker & Associates Ltd. raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,570,095 shares of the company’s stock after buying an additional 101,962 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 24.3% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its largest holding. Phil A. Younker & Associates Ltd.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $36,458,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. JPMorgan Chase & Co. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock valued at $294,187,000 after buying an additional 451,820 shares during the period. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% during the 4th quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after acquiring an additional 999,097 shares during the period. Ameriprise Financial Inc. boosted its holdings in 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 valued at $173,387,000 after acquiring an additional 98,660 shares during the period. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock valued at $174,044,000 after acquiring an additional 264,273 shares in the last quarter. Finally, Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock valued at $145,249,000 after acquiring an additional 268,364 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:SCHZ opened at $23.08 on Wednesday. The firm’s 50-day moving average is $23.12 and its two-hundred day moving average is $23.29. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.77 and a 1 year high of $23.73.

Schwab U.S. Aggregate Bond ETF 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.