Sax Wealth Advisors LLC Has $419,000 Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Sax Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 15.1% in the 2nd quarter, Holdings Channel reports. The fund owned 18,043 shares of the company’s stock after purchasing an additional 2,363 shares during the period. Sax Wealth Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $419,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of SCHZ. New Republic Capital LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 132.6% in the 1st quarter. New Republic Capital LLC now owns 4,507 shares of the company’s stock worth $104,000 after acquiring an additional 2,569 shares in the last quarter. New Millennium Group LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 201.4% in the 1st quarter. New Millennium Group LLC now owns 5,001 shares of the company’s stock worth $116,000 after acquiring an additional 3,342 shares in the last quarter. Colonial Trust Advisors purchased a new stake in Schwab U.S. Aggregate Bond ETF in the 1st quarter worth about $121,000. Wagner Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 16.1% in the 1st quarter. Wagner Wealth Management LLC now owns 5,276 shares of the company’s stock worth $122,000 after acquiring an additional 733 shares in the last quarter. Finally, AdvisorNet Financial Inc lifted its stake in Schwab U.S. Aggregate Bond ETF by 17.0% in the 2nd quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock worth $145,000 after acquiring an additional 909 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.42 on Friday. The stock has a 50-day moving average price of $23.35 and a 200 day moving average price of $23.10. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 year high of $23.65.

Schwab U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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