Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Nwam LLC

Nwam LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 220.1% in the second quarter, HoldingsChannel.com reports. The firm owned 244,268 shares of the company’s stock after buying an additional 167,959 shares during the period. Nwam LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $5,650,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of SCHZ. VanderPol Investments L.L.C. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 39.1% in the 4th quarter. VanderPol Investments L.L.C. now owns 181,981 shares of the company’s stock valued at $4,253,000 after buying an additional 51,177 shares during the period. Avantax Planning Partners Inc. raised its stake in Schwab U.S. Aggregate Bond ETF by 3.7% during the 4th quarter. Avantax Planning Partners Inc. now owns 7,447,340 shares of the company’s stock worth $174,044,000 after acquiring an additional 264,273 shares in the last quarter. Patriot Financial Group Insurance Agency LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 104.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 285,748 shares of the company’s stock valued at $6,635,000 after purchasing an additional 146,192 shares during the last quarter. Rockbridge Investment Management LCC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 12.6% in the fourth quarter. Rockbridge Investment Management LCC now owns 8,957,935 shares of the company’s stock valued at $209,347,000 after acquiring an additional 999,097 shares during the period. Finally, Destination Wealth Management grew its position in Schwab U.S. Aggregate Bond ETF by 41.1% during the 4th quarter. Destination Wealth Management now owns 1,945,776 shares of the company’s stock worth $45,473,000 after purchasing an additional 567,128 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ stock opened at $22.77 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 52-week low of $22.69 and a 52-week high of $23.73. The stock’s 50-day moving average price is $22.89 and its 200 day moving average price is $23.12.

Schwab U.S. Aggregate Bond ETF Company 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.