Creative Planning Grows Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Creative Planning lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 6.0% during the 2nd quarter, HoldingsChannel reports. The firm owned 429,252 shares of the company’s stock after acquiring an additional 24,257 shares during the period. Creative Planning’s holdings in Schwab U.S. Aggregate Bond ETF were worth $9,976,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Cutler Investment Counsel LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 80.6% in the 1st quarter. Cutler Investment Counsel LLC now owns 70,201 shares of the company’s stock worth $1,626,000 after acquiring an additional 31,321 shares in the last quarter. ONE Advisory Partners LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.3% during the second quarter. ONE Advisory Partners LLC now owns 20,224 shares of the company’s stock valued at $466,000 after purchasing an additional 825 shares in the last quarter. US Bancorp DE lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the second quarter. US Bancorp DE now owns 33,083 shares of the company’s stock valued at $769,000 after purchasing an additional 551 shares during the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the second quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock valued at $3,807,000 after purchasing an additional 687 shares during the last quarter. Finally, AE Wealth Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 4.5% in the 2nd quarter. AE Wealth Management LLC now owns 369,343 shares of the company’s stock worth $8,584,000 after purchasing an additional 15,754 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.42 on Wednesday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $22.43 and a twelve month high of $23.71. The stock’s 50 day moving average is $23.51 and its 200 day moving average is $23.21.

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.