ZynergyRetirementPlanningLLC Purchases 28,472 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ

ZynergyRetirementPlanningLLC raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,250,430 shares of the company’s stock after acquiring an additional 28,472 shares during the period. Schwab U.S. Aggregate Bond ETF makes up 18.5% of ZynergyRetirementPlanningLLC’s portfolio, making the stock its 2nd biggest position. ZynergyRetirementPlanningLLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $29,348,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. ONE Advisory Partners LLC grew its stake in 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 worth $466,000 after buying an additional 825 shares during the period. US Bancorp DE lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 1.7% during the 2nd quarter. US Bancorp DE now owns 33,083 shares of the company’s stock valued at $769,000 after acquiring an additional 551 shares in the last quarter. Perigon Wealth Management LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Perigon Wealth Management LLC now owns 163,796 shares of the company’s stock valued at $3,807,000 after acquiring an additional 687 shares in the last quarter. AE Wealth Management LLC boosted its position in Schwab U.S. Aggregate Bond ETF by 4.5% during 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 during the period. Finally, AlphaCore Capital LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 335.1% in the 2nd quarter. AlphaCore Capital LLC now owns 388,794 shares of the company’s stock valued at $9,036,000 after purchasing an additional 299,439 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

NYSEARCA:SCHZ opened at $23.47 on Friday. The business’s 50-day moving average is $23.50 and its two-hundred day moving average is $23.30. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.43 and a 12 month high of $23.71.

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.