Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Lifted by Drucker Wealth 3.0 LLC

Drucker Wealth 3.0 LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 72.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 23,788 shares of the company’s stock after buying an additional 9,956 shares during the period. Drucker Wealth 3.0 LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $549,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of SCHZ. Dynamic Advisor Solutions LLC purchased a new position in Schwab U.S. Aggregate Bond ETF during the 1st quarter worth approximately $312,000. Cutler Investment Counsel LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 80.6% during the 1st quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock valued at $1,626,000 after acquiring an additional 31,321 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 7.4% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock valued at $85,487,000 after acquiring an additional 254,568 shares in the last quarter. Perigon Wealth Management LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock valued at $3,807,000 after acquiring an additional 687 shares in the last quarter. Finally, Smart Money Group LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 41.8% during the 1st quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock valued at $4,772,000 after acquiring an additional 60,722 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.51 on Friday. The company’s fifty day simple moving average is $23.35 and its 200-day simple moving average is $23.11. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.65.

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.