My Legacy Advisors LLC Buys 1,554 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

My Legacy Advisors LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 148,491 shares of the company’s stock after purchasing an additional 1,554 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises 1.3% of My Legacy Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. My Legacy Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,439,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the business. Curbstone Financial Management Corp lifted its position in Schwab U.S. Aggregate Bond ETF by 3.2% in the 1st quarter. Curbstone Financial Management Corp now owns 128,100 shares of the company’s stock valued at $2,967,000 after acquiring an additional 4,000 shares in the last quarter. Simplicity Wealth LLC bought a new position in Schwab U.S. Aggregate Bond ETF in the 1st quarter valued at about $212,000. Daymark Wealth Partners LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 10.4% in the 1st quarter. Daymark Wealth Partners LLC now owns 265,106 shares of the company’s stock valued at $6,140,000 after acquiring an additional 24,974 shares in the last quarter. Range Financial Group LLC lifted its position in Schwab U.S. Aggregate Bond ETF by 10.1% in the 1st quarter. Range Financial Group LLC now owns 81,755 shares of the company’s stock valued at $1,893,000 after acquiring an additional 7,482 shares in the last quarter. Finally, Financial Designs Corp lifted its position in Schwab U.S. Aggregate Bond ETF by 1.7% in the 1st quarter. Financial Designs Corp now owns 112,572 shares of the company’s stock valued at $2,607,000 after acquiring an additional 1,919 shares in the last quarter.

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

Shares of NYSEARCA SCHZ opened at $22.84 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15. The firm’s 50-day simple moving average is $22.90 and its 200 day simple moving average is $22.92.

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.