Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Stock Holdings Increased by Retirement Planning Group LLC

Retirement Planning Group LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 88.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 106,709 shares of the company’s stock after purchasing an additional 50,184 shares during the quarter. Retirement Planning Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,422,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Archer Investment Corp raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.5% in the 4th quarter. Archer Investment Corp now owns 1,103 shares of the company’s stock worth $25,000 after purchasing an additional 553 shares in the last quarter. Westside Investment Management Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock worth $25,000 after purchasing an additional 558 shares in the last quarter. Blair William & Co. IL raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 124.4% in the 4th quarter. Blair William & Co. IL now owns 1,214 shares of the company’s stock worth $28,000 after purchasing an additional 673 shares in the last quarter. Legacy Bridge LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 100.0% in the 4th quarter. Legacy Bridge LLC now owns 1,530 shares of the company’s stock worth $35,000 after purchasing an additional 765 shares in the last quarter. Finally, DHJJ Financial Advisors Ltd. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 101.1% in the 4th quarter. DHJJ Financial Advisors Ltd. now owns 1,631 shares of the company’s stock worth $37,000 after purchasing an additional 820 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

NYSEARCA SCHZ opened at $22.73 on Friday. The company’s 50 day simple moving average is $22.97 and its 200 day simple moving average is $22.93. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $24.15.

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.