Avantax Planning Partners Inc. Has $168.59 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Avantax Planning Partners Inc. lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,183,067 shares of the company’s stock after purchasing an additional 195,216 shares during the period. Schwab U.S. Aggregate Bond ETF comprises approximately 4.8% of Avantax Planning Partners Inc.’s holdings, making the stock its 4th biggest position. Avantax Planning Partners Inc. owned approximately 1.84% of Schwab U.S. Aggregate Bond ETF worth $168,587,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Sovran Advisors LLC raised its position in Schwab U.S. Aggregate Bond ETF by 6.2% in the third quarter. Sovran Advisors LLC now owns 24,942 shares of the company’s stock worth $587,000 after acquiring an additional 1,466 shares during the period. Alaska Wealth Advisors increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 10.2% in the 3rd quarter. Alaska Wealth Advisors now owns 70,482 shares of the company’s stock worth $1,654,000 after purchasing an additional 6,529 shares in the last quarter. Mendel Capital Management LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 8.0% in the 3rd quarter. Mendel Capital Management LLC now owns 70,232 shares of the company’s stock worth $1,648,000 after purchasing an additional 5,194 shares during the period. Acorn Wealth Advisors LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 14.9% during the third quarter. Acorn Wealth Advisors LLC now owns 11,086 shares of the company’s stock valued at $260,000 after purchasing an additional 1,438 shares in the last quarter. Finally, Latitude Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. Latitude Advisors LLC now owns 37,868 shares of the company’s stock valued at $889,000 after acquiring an additional 2,868 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA SCHZ opened at $23.43 on Monday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.52 and a 1 year high of $23.71. The firm has a fifty day moving average price of $23.43 and a 200-day moving average price of $23.38.

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.