L.M. Kohn & Company Boosts Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

L.M. Kohn & Company raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 14.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,435 shares of the company’s stock after acquiring an additional 1,669 shares during the quarter. L.M. Kohn & Company’s holdings in Schwab U.S. Aggregate Bond ETF were worth $312,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the stock. Cutler Investment Counsel LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.6% in the first quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock valued at $1,626,000 after buying an additional 31,321 shares during the period. US Bancorp DE increased its holdings in Schwab U.S. Aggregate Bond ETF by 1.7% in the 2nd quarter. US Bancorp DE now owns 33,083 shares of the company’s stock worth $769,000 after acquiring an additional 551 shares during the last quarter. Perigon Wealth Management LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 0.4% in 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 during the period. Smart Money Group LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 41.8% during the first quarter. Smart Money Group LLC now owns 206,027 shares of the company’s stock valued at $4,772,000 after purchasing an additional 60,722 shares during the last quarter. Finally, Fischer Financial Services Inc. boosted its position in Schwab U.S. Aggregate Bond ETF by 10.9% during the second quarter. Fischer Financial Services Inc. now owns 178,765 shares of the company’s stock worth $4,135,000 after purchasing an additional 17,550 shares during the period.

Schwab U.S. Aggregate Bond ETF Trading Down 0.4%

SCHZ opened at $23.59 on Thursday. The firm has a 50-day moving average price of $23.47 and a 200-day moving average price of $23.16. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71.

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.