Tempus Wealth Planning LLC Has $8.46 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Tempus Wealth Planning LLC raised its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 363,991 shares of the company’s stock after purchasing an additional 15,707 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.1% of Tempus Wealth Planning LLC’s investment portfolio, making the stock its 7th biggest position. Tempus Wealth Planning LLC owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $8,459,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. Jane Street Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1,165.6% during the 1st quarter. Jane Street Group LLC now owns 2,274,341 shares of the company’s stock worth $52,674,000 after buying an additional 2,094,632 shares during the period. Pioneer Wealth Management Group acquired a new stake in Schwab U.S. Aggregate Bond ETF during the first quarter worth approximately $45,510,000. Ascent Group LLC boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 260.0% during the first quarter. Ascent Group LLC now owns 1,291,417 shares of the company’s stock worth $29,909,000 after acquiring an additional 932,671 shares during the period. Vident Advisory LLC grew its position in shares of Schwab U.S. Aggregate Bond ETF by 145.3% in the first quarter. Vident Advisory LLC now owns 1,109,646 shares of the company’s stock valued at $25,699,000 after purchasing an additional 657,360 shares during the last quarter. Finally, ZynergyRetirementPlanningLLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 107.2% during the first quarter. ZynergyRetirementPlanningLLC now owns 1,164,805 shares of the company’s stock worth $26,441,000 after purchasing an additional 602,579 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.42 on Friday. The stock has a 50 day simple moving average of $23.28 and a 200 day simple moving average of $23.08. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.43 and a 1-year high of $23.82.

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.