Robinson Smith Wealth Advisors LLC Makes New $1.17 Million Investment in Schwab U.S. Aggregate Bond ETF $SCHZ

Robinson Smith Wealth Advisors LLC acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent filing with the SEC. The fund acquired 52,712 shares of the company’s stock, valued at approximately $1,165,000. Schwab U.S. Aggregate Bond ETF accounts for approximately 0.7% of Robinson Smith Wealth Advisors LLC’s investment portfolio, making the stock its 28th biggest holding.

Other institutional investors have also added to or reduced their stakes in the company. HORAN Wealth LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after purchasing an additional 447 shares during the period. World Investment Advisors increased its position in shares of Schwab U.S. Aggregate Bond ETF by 4.8% during the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock valued at $284,000 after buying an additional 562 shares during the period. NBT Bank N A NY increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.7% during the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock valued at $1,780,000 after buying an additional 566 shares during the period. Twin Cities Retirement Group LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 0.5% during the second quarter. Twin Cities Retirement Group LLC now owns 127,460 shares of the company’s stock valued at $2,948,000 after buying an additional 574 shares during the period. Finally, PFG Investments LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF by 6.0% during the first quarter. PFG Investments LLC now owns 11,242 shares of the company’s stock valued at $261,000 after buying an additional 641 shares during the period.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.46 on Friday. Schwab U.S. Aggregate Bond ETF has a 12-month low of $21.92 and a 12-month high of $23.73. The company’s 50-day moving average price is $22.44 and its 200-day moving average price is $22.83.

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.