Strategic Blueprint LLC Has $2.15 Million Stock Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Strategic Blueprint LLC decreased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 0.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,693 shares of the company’s stock after selling 687 shares during the quarter. Strategic Blueprint LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,154,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the company. Black Diamond Financial LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at $204,000. Sterling Investment Management LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF by 0.8% in the second quarter. Sterling Investment Management LLC now owns 66,630 shares of the company’s stock valued at $1,548,000 after buying an additional 542 shares in the last quarter. Avidian Wealth Enterprises LLC grew its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.6% during the second quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock valued at $2,084,000 after buying an additional 529 shares during the last quarter. Chicago Partners Investment Group LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 15.3% during the second quarter. Chicago Partners Investment Group LLC now owns 33,602 shares of the company’s stock worth $774,000 after acquiring an additional 4,452 shares in the last quarter. Finally, WealthPlan Investment Management LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter worth about $476,000.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ opened at $23.65 on Friday. The stock has a 50 day moving average price of $23.43 and a two-hundred day moving average price of $23.14. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.43 and a 52 week high of $23.71.

Schwab U.S. Aggregate Bond ETF Company 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.