Midwest Financial Group LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 18.4% during the second quarter, according to its most recent filing with the SEC. The firm owned 250,772 shares of the company’s stock after purchasing an additional 39,046 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 3.1% of Midwest Financial Group LLC’s portfolio, making the stock its 8th largest position. Midwest Financial Group LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,828,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. JPMorgan Chase & Co. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the 1st quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock worth $284,109,000 after purchasing an additional 546,711 shares during the period. Avantax Planning Partners Inc. increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.2% in the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock valued at $157,208,000 after acquiring an additional 276,661 shares in the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.2% in the 2nd quarter. Charles Schwab Trust Co now owns 5,587,068 shares of the company’s stock valued at $129,843,000 after acquiring an additional 175,554 shares in the last quarter. Total Wealth Planning LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. Total Wealth Planning LLC now owns 3,807,960 shares of the company’s stock valued at $88,497,000 after acquiring an additional 60,167 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 7.4% in 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.
Schwab U.S. Aggregate Bond ETF Trading Down 0.0%
NYSEARCA:SCHZ opened at $23.47 on Wednesday. The company has a fifty day moving average of $23.30 and a 200-day moving average of $23.09. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.80.
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.
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