Schwab U.S. Aggregate Bond ETF $SCHZ Stock Holdings Lifted by GK Wealth Management LLC

GK Wealth Management LLC lifted its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 80.9% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 46,995 shares of the company’s stock after acquiring an additional 21,016 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 1.0% of GK Wealth Management LLC’s holdings, making the stock its 26th biggest holding. GK Wealth Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,092,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.7% in the first quarter. JPMorgan Chase & Co. now owns 12,267,223 shares of the company’s stock valued at $284,109,000 after purchasing an additional 546,711 shares in the last quarter. Avantax Planning Partners Inc. lifted its stake in Schwab U.S. Aggregate Bond ETF by 4.2% in the 1st quarter. Avantax Planning Partners Inc. now owns 6,787,890 shares of the company’s stock worth $157,208,000 after acquiring an additional 276,661 shares in the last quarter. Total Wealth Planning LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 5.0% during the 1st quarter. Total Wealth Planning LLC now owns 3,747,793 shares of the company’s stock worth $86,799,000 after acquiring an additional 178,624 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 7.4% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 3,691,159 shares of the company’s stock worth $85,487,000 after acquiring an additional 254,568 shares during the period. Finally, HighTower Advisors LLC grew its stake in Schwab U.S. Aggregate Bond ETF by 3.1% during the 1st quarter. HighTower Advisors LLC now owns 3,186,597 shares of the company’s stock valued at $73,802,000 after acquiring an additional 95,060 shares in the last quarter.

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

Shares of SCHZ opened at $23.52 on Monday. The business’s 50-day moving average is $23.18 and its 200-day moving average is $23.05. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $24.15.

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.