Wealth Enhancement Advisory Services LLC Has $85.49 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Wealth Enhancement Advisory Services LLC grew its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 7.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,691,159 shares of the company’s stock after purchasing an additional 254,568 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 1.00% of Schwab U.S. Aggregate Bond ETF worth $85,487,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in SCHZ. JPMorgan Chase & Co. increased its position in Schwab U.S. Aggregate Bond ETF by 85.2% in the 4th quarter. JPMorgan Chase & Co. now owns 11,720,512 shares of the company’s stock valued at $266,056,000 after buying an additional 5,390,455 shares in the last quarter. Ameriprise Financial Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 108.0% in the 4th quarter. Ameriprise Financial Inc. now owns 8,631,799 shares of the company’s stock valued at $195,933,000 after buying an additional 4,481,369 shares in the last quarter. Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 120.1% in the 4th quarter. Rockbridge Investment Management LCC now owns 6,270,198 shares of the company’s stock valued at $142,334,000 after buying an additional 3,421,595 shares in the last quarter. Avantax Planning Partners Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 107.7% in the 4th quarter. Avantax Planning Partners Inc. now owns 6,511,229 shares of the company’s stock valued at $147,805,000 after buying an additional 3,375,950 shares in the last quarter. Finally, OneDigital Investment Advisors LLC increased its position in Schwab U.S. Aggregate Bond ETF by 156.6% in the 4th quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock valued at $96,376,000 after buying an additional 2,591,040 shares in the last quarter.

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

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.98 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year high of $24.15. The business has a 50-day simple moving average of $22.90 and a 200 day simple moving average of $22.91.

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.