Saxony Capital Management LLC Makes New $695,000 Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Saxony Capital Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 31,426 shares of the company’s stock, valued at approximately $695,000.

Other institutional investors have also added to or reduced their stakes in the company. Rockbridge Investment Management LCC boosted 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 during the last quarter. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 3.5% in 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 in the last quarter. Charles Schwab Trust Co increased its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after acquiring an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. increased its stake 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 valued at $80,564,000 after acquiring an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. increased its stake 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 acquiring an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.5%

SCHZ opened at $22.28 on Friday. The stock has a 50-day moving average price of $22.49 and a 200-day moving average price of $22.86. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73.

About Schwab U.S. Aggregate Bond ETF

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.