649,533 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC acquired a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund acquired 649,533 shares of the company’s stock, valued at approximately $14,355,000.

Other hedge funds have also bought and sold shares of the company. Rockbridge Investment Management LCC raised its holdings in Schwab U.S. Aggregate Bond ETF by 8.2% during the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares during the period. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares in the last quarter. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after acquiring an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after acquiring an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2%

Schwab U.S. Aggregate Bond ETF stock opened at $22.42 on Friday. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73. The business has a fifty day moving average price of $22.43 and a 200-day moving average price of $22.83.

Schwab U.S. Aggregate Bond ETF Company Profile

(Free Report)

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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Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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