Arnold Financial Planning LLC Purchases Shares of 564,204 Schwab U.S. Aggregate Bond ETF $SCHZ

Arnold Financial Planning LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 564,204 shares of the company’s stock, valued at approximately $13,185,000. Schwab U.S. Aggregate Bond ETF makes up approximately 13.6% of Arnold Financial Planning LLC’s investment portfolio, making the stock its largest holding. Arnold Financial Planning LLC owned approximately 0.14% of Schwab U.S. Aggregate Bond ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of SCHZ. Alliance Wealth Management Group grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Alliance Wealth Management Group now owns 1,063,942 shares of the company’s stock worth $24,971,000 after acquiring an additional 36,009 shares in the last quarter. Fortis Capital Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter worth $1,053,000. Belpointe Asset Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $1,053,000. Farther Finance Advisors LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 346.8% during the third quarter. Farther Finance Advisors LLC now owns 138,312 shares of the company’s stock worth $3,246,000 after purchasing an additional 107,357 shares during the last quarter. Finally, Chatterton & Associates Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $3,996,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.36 on Monday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.64 and a 1-year high of $23.73. The company has a fifty day simple moving average of $23.37 and a 200 day simple moving average of $23.43.

Schwab U.S. Aggregate Bond ETF Company 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.