Root Financial Partners LLC Purchases 139,316 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Root Financial Partners LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 139,316 shares of the company’s stock, valued at approximately $3,079,000.

A number of other large investors also recently modified their holdings of the company. Rockbridge Investment Management LCC boosted its holdings 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 in the last quarter. Avantax Planning Partners Inc. grew its position in Schwab U.S. Aggregate Bond ETF by 3.5% during 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 during the last quarter. Charles Schwab Trust Co increased its holdings in 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 purchasing an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in 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 worth $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. increased its holdings in Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.9%

Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73. The stock has a 50-day moving average price of $22.44 and a two-hundred day moving average price of $22.83.

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.