Charles Schwab Trust Co raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,601,917 shares of the company’s stock after purchasing an additional 186,945 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for 8.5% of Charles Schwab Trust Co’s holdings, making the stock its biggest holding. Charles Schwab Trust Co’s holdings in Schwab U.S. Aggregate Bond ETF were worth $152,702,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently made changes to their positions in the company. Godfrey Financial Associates Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Newport Capital Group LLC acquired a new position in Schwab U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. LGT Financial Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 868.6% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,172 shares of the company’s stock worth $28,000 after buying an additional 1,051 shares during the period. Gilpin Wealth Management LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the fourth quarter worth approximately $28,000. Finally, PNC Financial Services Group Inc. bought a new position in Schwab U.S. Aggregate Bond ETF in the first quarter worth approximately $37,000.
Schwab U.S. Aggregate Bond ETF Price Performance
Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.74 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.69 and a 52 week high of $23.73. The stock has a 50 day moving average price of $22.97 and a two-hundred day moving average price of $23.18.
Schwab U.S. Aggregate Bond ETF 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.
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