Ballast Advisors LLC Buys 3,789 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

Ballast Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 91,810 shares of the company’s stock after buying an additional 3,789 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for 0.6% of Ballast Advisors LLC’s portfolio, making the stock its 26th biggest holding. Ballast Advisors LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,134,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of SCHZ. Brighton Jones LLC acquired a new position in shares of Schwab U.S. Aggregate Bond ETF in the fourth quarter valued at $317,000. Western Wealth Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 62.6% during the first quarter. Western Wealth Management LLC now owns 16,247 shares of the company’s stock worth $376,000 after purchasing an additional 6,254 shares during the period. Transcend Capital Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.2% during the first quarter. Transcend Capital Advisors LLC now owns 61,161 shares of the company’s stock worth $1,416,000 after purchasing an additional 1,293 shares during the period. Financial Life Advisors boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2.2% during the first quarter. Financial Life Advisors now owns 1,251,076 shares of the company’s stock valued at $28,975,000 after purchasing an additional 27,505 shares in the last quarter. Finally, Clay Northam Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 8.0% in the 1st quarter. Clay Northam Wealth Management LLC now owns 289,841 shares of the company’s stock valued at $6,713,000 after purchasing an additional 21,396 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.67 on Friday. The business has a 50 day simple moving average of $23.44 and a 200 day simple moving average of $23.14. Schwab U.S. Aggregate Bond ETF has a one year low of $22.43 and a one year 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.