42,695 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Great Waters Wealth Management

Great Waters Wealth Management purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 42,695 shares of the company’s stock, valued at approximately $944,000.

A number of other institutional investors also recently modified their holdings of SCHZ. Rockbridge Investment Management LCC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock worth $225,085,000 after buying an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st 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 during the period. Charles Schwab Trust Co lifted its position in Schwab U.S. Aggregate Bond ETF by 2.9% during the 2nd 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 during the last quarter. Envestnet Asset Management Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 5.7% during the 2nd 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 during the last quarter. Finally, Oarsman Capital Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after acquiring an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of NYSEARCA:SCHZ traded down $0.01 during midday trading on Wednesday, hitting $22.05. The company’s stock had a trading volume of 1,670,336 shares, compared to its average volume of 2,264,591. The stock’s 50 day simple moving average is $22.58 and its 200 day simple moving average is $22.91. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73.

Schwab U.S. Aggregate Bond ETF Company 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.