972,548 Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Serenity Investment Advisors

Serenity Investment Advisors lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 875.0% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 1,083,698 shares of the company’s stock after acquiring an additional 972,548 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises approximately 11.1% of Serenity Investment Advisors’ portfolio, making the stock its 2nd largest holding. Serenity Investment Advisors’ holdings in Schwab U.S. Aggregate Bond ETF were worth $23,950,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Vantagepoint Investment Advisers LLC purchased a new stake in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $346,999,000. Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after purchasing an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after purchasing an additional 263,321 shares during the last quarter. Charles Schwab Trust Co lifted its position 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 valued at $152,702,000 after purchasing an additional 186,945 shares during the period. Finally, Park Avenue Securities LLC bought a new position in Schwab U.S. Aggregate Bond ETF during the third quarter valued at approximately $83,483,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.42 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The firm’s 50 day moving average is $22.39 and its 200 day moving average is $22.97.

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.