Total Wealth Planning LLC Increases Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Total Wealth Planning LLC boosted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 8.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,138,120 shares of the company’s stock after purchasing an additional 330,160 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 11.2% of Total Wealth Planning LLC’s investment portfolio, making the stock its largest holding. Total Wealth Planning LLC owned about 1.07% of Schwab U.S. Aggregate Bond ETF worth $97,122,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of SCHZ. Jane Street Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,165.6% in 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 during the period. Ascent Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 260.0% in 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 last quarter. Daymark Wealth Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 343.5% in the second quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock worth $27,323,000 after acquiring an additional 910,577 shares during the last quarter. Cardinal Point Capital Management ULC boosted its stake in 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 acquiring an additional 626,091 shares during the period. Finally, AlphaStar Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the second quarter valued at approximately $13,996,000.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $23.42 on Friday. 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 $23.48 and its 200-day simple moving average is $23.32.

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.