Schwab U.S. Aggregate Bond ETF $SCHZ Stock Bought by Meramec Financial Planners LLC

Meramec Financial Planners LLC lifted its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 1,901.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 155,207 shares of the company’s stock after acquiring an additional 147,454 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 1.1% of Meramec Financial Planners LLC’s portfolio, making the stock its 22nd largest holding. Meramec Financial Planners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,430,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of SCHZ. Avantax Planning Partners Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter valued at $491,889,000. Vantagepoint Investment Advisers LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the 3rd quarter worth about $346,999,000. Rockbridge Investment Management LCC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after buying an additional 735,662 shares during the last quarter. Charles Schwab Trust Co raised 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 valued at $152,702,000 after buying an additional 186,945 shares during the last quarter. Finally, Commonwealth Equity Services LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at about $92,958,000.

Schwab U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of NYSEARCA SCHZ traded down $0.03 during mid-day trading on Friday, hitting $22.22. The company had a trading volume of 2,490,209 shares, compared to its average volume of 2,352,241. The business’s 50-day simple moving average is $22.33 and its 200-day simple moving average is $22.93. Schwab U.S. Aggregate Bond ETF has a 12 month low of $21.92 and a 12 month high of $23.73.

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.