Mainsail Financial Group LLC Buys New Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Mainsail Financial Group LLC bought a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 468,045 shares of the company’s stock, valued at approximately $10,344,000. Schwab U.S. Aggregate Bond ETF makes up about 3.5% of Mainsail Financial Group LLC’s portfolio, making the stock its 10th biggest position. Mainsail Financial Group LLC owned 0.10% of Schwab U.S. Aggregate Bond ETF as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in SCHZ. Rockbridge Investment Management LCC raised its position in shares of 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 in the last quarter. Avantax Planning Partners Inc. lifted its stake in 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 purchasing an additional 263,321 shares during the last quarter. Charles Schwab Trust Co lifted its stake in 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 purchasing an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 5.7% in 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 during the period. Finally, Oarsman Capital Inc. boosted its holdings 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 worth $77,604,000 after purchasing an additional 3,221,648 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ stock opened at $22.42 on Monday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-year high of $23.73. The firm has a fifty day moving average price of $22.43 and a two-hundred day moving average price of $22.83.

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.