582,814 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by Tempus Wealth Planning LLC

Tempus Wealth Planning LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 582,814 shares of the company’s stock, valued at approximately $12,880,000. Schwab U.S. Aggregate Bond ETF makes up approximately 2.5% of Tempus Wealth Planning LLC’s holdings, making the stock its 5th largest position.

Other hedge funds have also recently added to or reduced their stakes in the company. Rockbridge Investment Management LCC increased its position in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock valued at $77,604,000 after purchasing an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock traded up $0.01 during midday trading on Wednesday, reaching $22.16. The company had a trading volume of 2,694,216 shares, compared to its average volume of 2,294,432. The stock has a fifty day simple moving average of $22.51 and a 200 day simple moving average of $22.87. Schwab U.S. Aggregate Bond ETF has a 1-year low of $21.92 and a 1-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.