Integrated Wealth Concepts LLC Has $9.16 Million Stake in Schwab U.S. Aggregate Bond ETF $SCHZ

Integrated Wealth Concepts LLC raised its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 24.1% in the second quarter, HoldingsChannel.com reports. The firm owned 395,992 shares of the company’s stock after purchasing an additional 76,887 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,159,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently made changes to their positions in SCHZ. IFP Advisors Inc increased its holdings in shares of Schwab U.S. Aggregate Bond ETF by 20.7% during the second quarter. IFP Advisors Inc now owns 429,530 shares of the company’s stock worth $9,935,000 after purchasing an additional 73,597 shares during the period. XY Planning Network Inc. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the second quarter. XY Planning Network Inc. now owns 212,609 shares of the company’s stock valued at $4,918,000 after buying an additional 6,705 shares during the period. MLG Wealth Management DBA Pine Grove Financial Group boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.0% in the second quarter. MLG Wealth Management DBA Pine Grove Financial Group now owns 822,511 shares of the company’s stock valued at $19,086,000 after buying an additional 38,892 shares during the period. Citadel Advisors LLC boosted its stake in shares of Schwab U.S. Aggregate Bond ETF by 257.7% in the second quarter. Citadel Advisors LLC now owns 383,817 shares of the company’s stock valued at $8,878,000 after buying an additional 276,526 shares during the period. Finally, HORAN Wealth LLC grew its position in Schwab U.S. Aggregate Bond ETF by 4.0% during the second quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after buying an additional 447 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $22.45 on Friday. The stock’s fifty day moving average price is $22.81 and its two-hundred day moving average price is $23.06. Schwab U.S. Aggregate Bond ETF has a one year low of $22.45 and a one year high of $23.73.

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.