Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Mayflower Financial Advisors LLC

Mayflower Financial Advisors LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 5.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 465,472 shares of the company’s stock after acquiring an additional 23,718 shares during the quarter. Schwab U.S. Aggregate Bond ETF makes up about 1.1% of Mayflower Financial Advisors LLC’s holdings, making the stock its 15th biggest holding. Mayflower Financial Advisors LLC owned about 0.11% of Schwab U.S. Aggregate Bond ETF worth $10,808,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Retirement Guys Formula LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 2.2% in the 4th quarter. Retirement Guys Formula LLC now owns 19,798 shares of the company’s stock valued at $463,000 after purchasing an additional 432 shares in the last quarter. Maripau Wealth Management LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 1.2% during the third quarter. Maripau Wealth Management LLC now owns 37,722 shares of the company’s stock worth $885,000 after purchasing an additional 455 shares in the last quarter. Aptus Capital Advisors LLC grew its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.5% during the third quarter. Aptus Capital Advisors LLC now owns 10,671 shares of the company’s stock worth $250,000 after purchasing an additional 456 shares in the last quarter. M1 Capital Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 0.4% in the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after buying an additional 459 shares during the last quarter. Finally, CoreCap Advisors LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 11.2% in the fourth quarter. CoreCap Advisors LLC now owns 4,700 shares of the company’s stock valued at $110,000 after buying an additional 473 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $23.23 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1-year low of $22.77 and a 1-year high of $23.73. The stock’s fifty day moving average is $23.12 and its two-hundred day moving average is $23.29.

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.