Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Diversify Advisory Services LLC

Diversify Advisory Services LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 558,578 shares of the company’s stock, valued at approximately $12,345,000.

Several other large investors also recently bought and sold shares of the business. Rockbridge Investment Management LCC lifted its stake 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 worth $225,085,000 after purchasing an additional 735,662 shares in the last quarter. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% in the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock valued at $179,042,000 after purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock valued at $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Envestnet Asset Management Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock valued at $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% in 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 in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2%

NYSEARCA:SCHZ opened at $22.27 on Wednesday. Schwab U.S. Aggregate Bond ETF has a one year low of $21.92 and a one year high of $23.73. The stock has a 50 day moving average price of $22.46 and a 200 day moving average price of $22.84.

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.