22,934 Schwab U.S. Aggregate Bond ETF $SCHZ Shares Acquired by Sowell Financial Services LLC

Sowell Financial Services LLC increased its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 36.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 86,071 shares of the company’s stock after buying an additional 22,934 shares during the period. Sowell Financial Services LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,902,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rockbridge Investment Management LCC grew its stake in Schwab U.S. Aggregate Bond ETF by 8.2% in the 1st quarter. Rockbridge Investment Management LCC now owns 9,693,597 shares of the company’s stock valued at $225,085,000 after acquiring an additional 735,662 shares during the last quarter. Avantax Planning Partners Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 3.5% during the first quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after acquiring an additional 263,321 shares during the last quarter. Charles Schwab Trust Co raised its position in Schwab U.S. Aggregate Bond ETF by 2.9% during the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after acquiring an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 5.7% during the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after acquiring an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. raised its position in Schwab U.S. Aggregate Bond ETF by 2,413.9% during the second quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after acquiring an additional 3,221,648 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of NYSEARCA SCHZ opened at $22.53 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 firm’s 50-day moving average is $22.40 and its two-hundred day moving average is $22.98.

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.