Simplicity Wealth LLC Buys 15,075 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Simplicity Wealth LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 164.9% during the second quarter, HoldingsChannel reports. The fund owned 24,216 shares of the company’s stock after purchasing an additional 15,075 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $563,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of SCHZ. Brighton Jones LLC bought a new stake in Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at $317,000. Curbstone Financial Management Corp raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. Curbstone Financial Management Corp now owns 128,100 shares of the company’s stock valued at $2,967,000 after acquiring an additional 4,000 shares during the period. My Legacy Advisors LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.1% during the 1st quarter. My Legacy Advisors LLC now owns 148,491 shares of the company’s stock valued at $3,439,000 after acquiring an additional 1,554 shares during the period. Focus Financial Network Inc. raised its holdings in Schwab U.S. Aggregate Bond ETF by 3.8% during the 1st quarter. Focus Financial Network Inc. now owns 393,657 shares of the company’s stock valued at $9,117,000 after acquiring an additional 14,289 shares during the period. Finally, Zhang Financial LLC raised its holdings in Schwab U.S. Aggregate Bond ETF by 157.6% during the 1st quarter. Zhang Financial LLC now owns 96,868 shares of the company’s stock valued at $2,243,000 after acquiring an additional 59,260 shares during the period.

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

Schwab U.S. Aggregate Bond ETF stock opened at $23.44 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.43 and a fifty-two week high of $23.65. The firm’s fifty day moving average price is $23.33 and its 200-day moving average price is $23.10.

About Schwab U.S. Aggregate Bond ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report).

Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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