Apeiron RIA LLC Acquires New Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Apeiron RIA LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 52,791 shares of the company’s stock, valued at approximately $1,165,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Rockbridge Investment Management LCC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. increased its stake 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 during the period. Charles Schwab Trust Co increased its stake 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 during the period. Envestnet Asset Management Inc. raised its holdings in 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 purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. lifted its position in 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 valued at $77,604,000 after purchasing an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ traded up $0.06 during trading on Thursday, reaching $22.09. The company’s stock had a trading volume of 987,020 shares, compared to its average volume of 2,265,785. The company’s fifty day moving average price is $22.56 and its 200-day moving average price is $22.90. Schwab U.S. Aggregate Bond ETF has a 52-week low of $21.92 and a 52-week high of $23.73.

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.