Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Increased by AE Wealth Management LLC

AE Wealth Management LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 369,343 shares of the company’s stock after buying an additional 15,754 shares during the period. AE Wealth Management LLC owned about 0.10% of Schwab U.S. Aggregate Bond ETF worth $8,584,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Cutler Investment Counsel LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 80.6% in the 1st quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock worth $1,626,000 after buying an additional 31,321 shares during the last quarter. US Bancorp DE raised its stake in Schwab U.S. Aggregate Bond ETF by 1.7% during the second quarter. US Bancorp DE now owns 33,083 shares of the company’s stock worth $769,000 after acquiring an additional 551 shares during the period. Perigon Wealth Management LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% in the second quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock worth $3,807,000 after acquiring an additional 687 shares during the last quarter. Smart Money Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 41.8% in the first quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock worth $4,772,000 after acquiring an additional 60,722 shares during the last quarter. Finally, Fischer Financial Services Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 10.9% in the second quarter. Fischer Financial Services Inc. now owns 178,765 shares of the company’s stock valued at $4,135,000 after acquiring an additional 17,550 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.45 on Monday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71. The business’s 50 day simple moving average is $23.50 and its 200-day simple moving average is $23.19.

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.