Cetera Investment Advisers lessened its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 0.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 605,351 shares of the company’s stock after selling 946 shares during the period. Cetera Investment Advisers owned 0.16% of Schwab U.S. Aggregate Bond ETF worth $14,020,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors also recently added to or reduced their stakes in the company. Ameriprise Financial Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 108.0% in the fourth 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. Avantax Planning Partners Inc. grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.2% in the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after acquiring an additional 276,661 shares during the last quarter. Envestnet Asset Management Inc. raised its position in shares of Schwab U.S. Aggregate Bond ETF by 115.5% during the fourth quarter. Envestnet Asset Management Inc. now owns 4,412,953 shares of the company’s stock worth $100,174,000 after purchasing an additional 2,365,367 shares during the period. OneDigital Investment Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 156.6% during the 4th quarter. OneDigital Investment Advisors LLC now owns 4,245,657 shares of the company’s stock worth $96,376,000 after buying an additional 2,591,040 shares during the period. Finally, Total Wealth Planning LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.0% in the 1st quarter. Total Wealth Planning LLC now owns 3,747,793 shares of the company’s stock valued at $86,799,000 after acquiring an additional 178,624 shares in the last quarter.
Schwab U.S. Aggregate Bond ETF Stock Up 0.5%
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.15 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $24.15. The business has a fifty day simple moving average of $22.97 and a 200-day simple moving average of $22.95.
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.
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