Wealth Enhancement Advisory Services LLC Has $85.09 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Wealth Enhancement Advisory Services LLC grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,630,218 shares of the company’s stock after purchasing an additional 50,881 shares during the period. Wealth Enhancement Advisory Services LLC owned about 0.93% of Schwab U.S. Aggregate Bond ETF worth $85,092,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Daymark Wealth Partners LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 343.5% during the 2nd quarter. Daymark Wealth Partners LLC now owns 1,175,683 shares of the company’s stock worth $27,323,000 after buying an additional 910,577 shares in the last quarter. Cardinal Point Capital Management ULC grew its holdings in Schwab U.S. Aggregate Bond ETF by 6,517.7% during the second quarter. Cardinal Point Capital Management ULC now owns 635,697 shares of the company’s stock worth $14,774,000 after purchasing an additional 626,091 shares during the period. AlphaStar Capital Management LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $13,996,000. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 6.9% during the 2nd quarter. Rockbridge Investment Management LCC now owns 7,382,880 shares of the company’s stock worth $171,578,000 after buying an additional 477,759 shares during the last quarter. Finally, Duncan Williams Asset Management LLC acquired a new position in Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at $10,799,000.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ traded down $0.08 on Tuesday, reaching $23.34. The stock had a trading volume of 230,794 shares, compared to its average volume of 2,472,279. The firm has a 50-day moving average of $23.43 and a 200-day moving average of $23.37. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.52 and a fifty-two week high of $23.71.

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.