Plancorp LLC Acquires 336,625 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Plancorp LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 80.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 753,830 shares of the company’s stock after purchasing an additional 336,625 shares during the period. Plancorp LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $16,660,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of SCHZ. HORAN Wealth LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after buying an additional 447 shares during the period. Twin Cities Retirement Group LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 0.5% in the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after buying an additional 574 shares in the last quarter. PFG Investments LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 6.0% in the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after buying an additional 641 shares in the last quarter. Plan A Wealth LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Plan A Wealth LLC now owns 43,101 shares of the company’s stock valued at $953,000 after acquiring an additional 710 shares during the period. Finally, Stonekeep Investments LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Stonekeep Investments LLC now owns 224,356 shares of the company’s stock valued at $5,189,000 after acquiring an additional 844 shares during the period.

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

SCHZ stock traded down $0.02 during midday trading on Friday, reaching $22.55. 2,373,397 shares of the company’s stock traded hands, compared to its average volume of 2,325,344. The company has a 50-day moving average price of $22.37 and a two-hundred day moving average price of $22.95. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73.

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.