152,492 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Bought by Boyd Wealth Management LLC

Boyd Wealth Management LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 152,492 shares of the company’s stock, valued at approximately $3,370,000. Schwab U.S. Aggregate Bond ETF makes up 1.2% of Boyd Wealth Management LLC’s portfolio, making the stock its 15th largest position.

A number of other large investors have also recently made changes to their positions in SCHZ. HORAN Wealth LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 4.0% in the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock valued at $267,000 after purchasing an additional 447 shares in the last quarter. World Investment Advisors boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.8% in the 4th quarter. World Investment Advisors now owns 12,158 shares of the company’s stock worth $284,000 after purchasing an additional 562 shares during the period. NBT Bank N A NY boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.7% in the 1st quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after purchasing an additional 566 shares during the period. Twin Cities Retirement Group LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 0.5% during the 2nd quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after buying an additional 574 shares in the last quarter. Finally, PFG Investments LLC grew its holdings in Schwab U.S. Aggregate Bond ETF by 6.0% during the 1st quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after buying an additional 641 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.23 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The company’s 50-day moving average price is $22.47 and its 200-day moving average price is $22.85.

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.