Mission Wealth Management LP Has $765,000 Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Mission Wealth Management LP lowered its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 48.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 32,739 shares of the company’s stock after selling 31,267 shares during the quarter. Mission Wealth Management LP’s holdings in Schwab U.S. Aggregate Bond ETF were worth $765,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of SCHZ. Rockbridge Investment Management LCC boosted its holdings in Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock worth $209,347,000 after purchasing an additional 999,097 shares in the last quarter. Ameriprise Financial Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after purchasing an additional 98,660 shares in the last quarter. Avantax Planning Partners Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 3.7% in the fourth quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after purchasing an additional 264,273 shares in the last quarter. Charles Schwab Trust Co boosted its holdings in Schwab U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Charles Schwab Trust Co now owns 6,215,188 shares of the company’s stock worth $145,249,000 after purchasing an additional 268,364 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 10.7% in the third quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock worth $127,385,000 after purchasing an additional 524,573 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.6%

Shares of NYSEARCA:SCHZ opened at $22.97 on Thursday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.64 and a 1 year high of $23.73. The firm has a fifty day moving average price of $23.19 and a 200 day moving average price of $23.36.

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.