Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Phil A. Younker & Associates Ltd.

Phil A. Younker & Associates Ltd. boosted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 41.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,205,971 shares of the company’s stock after buying an additional 355,717 shares during the period. Schwab U.S. Aggregate Bond ETF makes up approximately 21.7% of Phil A. Younker & Associates Ltd.’s holdings, making the stock its biggest holding. Phil A. Younker & Associates Ltd.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $28,304,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Lansing Street Advisors boosted its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.8% in the second quarter. Lansing Street Advisors now owns 16,345 shares of the company’s stock valued at $380,000 after buying an additional 447 shares during the period. Seek First Inc. lifted its position in Schwab U.S. Aggregate Bond ETF by 2.0% in the 2nd quarter. Seek First Inc. now owns 23,241 shares of the company’s stock valued at $540,000 after acquiring an additional 458 shares in the last quarter. RBA Wealth Management LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. RBA Wealth Management LLC now owns 17,643 shares of the company’s stock worth $410,000 after purchasing an additional 491 shares during the period. Zhang Financial LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 0.5% in the 2nd quarter. Zhang Financial LLC now owns 97,380 shares of the company’s stock worth $2,263,000 after purchasing an additional 512 shares during the period. Finally, Avidian Wealth Enterprises LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Avidian Wealth Enterprises LLC now owns 89,656 shares of the company’s stock worth $2,084,000 after purchasing an additional 529 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

SCHZ opened at $23.44 on Friday. The business’s 50-day moving average price is $23.43 and its two-hundred day moving average price is $23.35. Schwab U.S. Aggregate Bond ETF has a 1 year low of $22.43 and a 1 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.