Platt Wealth Management LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 46,284 shares of the company’s stock, valued at approximately $1,023,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.8% of Platt Wealth Management LLC’s investment portfolio, making the stock its 27th biggest position.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Avantax Planning Partners Inc. bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth $491,889,000. Vantagepoint Investment Advisers LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the third quarter worth about $346,999,000. Rockbridge Investment Management LCC lifted its holdings 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 worth $225,085,000 after acquiring an additional 735,662 shares during the period. 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. Finally, Commonwealth Equity Services LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $92,958,000.
Schwab U.S. Aggregate Bond ETF Stock Performance
SCHZ stock opened at $22.55 on Monday. The company has a 50 day simple moving average of $22.37 and a 200 day simple moving average of $22.95. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year 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.
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