Twin Cities Retirement Group LLC Takes Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Twin Cities Retirement Group LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 127,467 shares of the company’s stock, valued at approximately $2,979,000. Schwab U.S. Aggregate Bond ETF comprises approximately 2.9% of Twin Cities Retirement Group LLC’s portfolio, making the stock its 11th biggest holding.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Retirement Guys Formula LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.2% during the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after acquiring an additional 432 shares during the last quarter. Maripau Wealth Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the 3rd quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock valued at $885,000 after acquiring an additional 455 shares during the last quarter. Aptus Capital Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the 3rd quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock valued at $250,000 after acquiring an additional 456 shares during the last quarter. CoreCap Advisors LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 11.2% during the 4th quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after acquiring an additional 473 shares during the last quarter. Finally, Apollon Wealth Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.2% during the 4th quarter. Apollon Wealth Management LLC now owns 17,577 shares of the company’s stock valued at $411,000 after acquiring an additional 552 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.0%

NYSEARCA SCHZ opened at $23.00 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.74 and a 12 month high of $23.73. The company has a 50-day moving average of $23.18 and a 200-day moving average of $23.36.

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.