102,652 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Bought by Santori & Peters Inc.

Santori & Peters Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 102,652 shares of the company’s stock, valued at approximately $2,269,000. Schwab U.S. Aggregate Bond ETF makes up 0.6% of Santori & Peters Inc.’s investment portfolio, making the stock its 16th biggest position.

Several other large investors have also modified their holdings of the stock. Vantagepoint Investment Advisers LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $346,999,000. Rockbridge Investment Management LCC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% in 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 in the last quarter. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st 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 grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the 2nd 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.

Schwab U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA SCHZ opened at $22.45 on Tuesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $21.92 and a twelve month high of $23.73. The business has a 50 day simple moving average of $22.43 and a 200-day simple moving average of $23.00.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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