Schwab U.S. Aggregate Bond ETF $SCHZ Stake Raised by BlueSky Wealth Advisors LLC

BlueSky Wealth Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,241,127 shares of the company’s stock after purchasing an additional 117,578 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for about 7.1% of BlueSky Wealth Advisors LLC’s holdings, making the stock its 3rd largest holding. BlueSky Wealth Advisors LLC owned 0.58% of Schwab U.S. Aggregate Bond ETF worth $52,599,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Jane Street Group LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 1,165.6% during the 1st quarter. Jane Street Group LLC now owns 2,274,341 shares of the company’s stock valued at $52,674,000 after buying an additional 2,094,632 shares in the last quarter. Ascent Group LLC raised its position in Schwab U.S. Aggregate Bond ETF by 260.0% during the first quarter. Ascent Group LLC now owns 1,291,417 shares of the company’s stock worth $29,909,000 after acquiring an additional 932,671 shares during the period. Daymark Wealth Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 343.5% during the second quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock valued at $27,323,000 after purchasing an additional 910,577 shares in the last quarter. Vident Advisory LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 145.3% in the first quarter. Vident Advisory LLC now owns 1,109,646 shares of the company’s stock valued at $25,699,000 after purchasing an additional 657,360 shares during the period. Finally, Cardinal Point Capital Management ULC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 6,517.7% in the second quarter. Cardinal Point Capital Management ULC now owns 635,697 shares of the company’s stock valued at $14,774,000 after purchasing an additional 626,091 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.36 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 company has a 50-day moving average price of $23.50 and a 200 day moving average price of $23.31.

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.