Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Increased by Simplicity Wealth LLC

Simplicity Wealth LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 333.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 105,038 shares of the company’s stock after acquiring an additional 80,822 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,465,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of SCHZ. Brighton Jones LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 4th quarter valued at about $317,000. AQR Capital Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 15.9% in the 1st quarter. AQR Capital Management LLC now owns 14,212 shares of the company’s stock worth $329,000 after acquiring an additional 1,948 shares during the period. Focus Partners Wealth boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 28.9% in the first quarter. Focus Partners Wealth now owns 28,189 shares of the company’s stock valued at $653,000 after acquiring an additional 6,326 shares in the last quarter. AdvisorNet Financial Inc increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 17.0% during the second quarter. AdvisorNet Financial Inc now owns 6,242 shares of the company’s stock valued at $145,000 after acquiring an additional 909 shares during the period. Finally, Total Wealth Planning LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.6% during the second quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock valued at $88,497,000 after acquiring an additional 60,167 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.40 on Friday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.52 and a 1-year high of $23.71. The business has a 50 day moving average price of $23.43 and a two-hundred day moving average price of $23.37.

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.