33,129 Shares in Schwab U.S. Aggregate Bond ETF $SCHZ Purchased by SIMA Wealth Partners LLC

SIMA Wealth Partners LLC purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 33,129 shares of the company’s stock, valued at approximately $732,000. Schwab U.S. Aggregate Bond ETF makes up about 0.5% of SIMA Wealth Partners LLC’s portfolio, making the stock its 22nd biggest holding.

A number of other large investors also recently added to or reduced their stakes in the stock. Charles Schwab Trust Co acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $85,288,000. Oarsman Capital Inc. boosted its holdings in Schwab U.S. Aggregate Bond ETF by 2,413.9% in the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after buying an additional 3,221,648 shares during the last quarter. ZynergyRetirementPlanningLLC acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $38,646,000. Financial Life Advisors acquired a new stake in Schwab U.S. Aggregate Bond ETF in the 3rd quarter worth about $36,272,000. Finally, Rockbridge Investment Management LCC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 8.2% during the first 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.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ traded down $0.07 during midday trading on Monday, hitting $22.21. The stock had a trading volume of 1,043,478 shares, compared to its average volume of 2,284,874. The stock has a 50 day simple moving average of $22.48 and a 200-day simple moving average of $22.86. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73.

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.