Schwab U.S. Aggregate Bond ETF $SCHZ Shares Newly Bought by Boyd Wealth Management LLC

Boyd Wealth Management LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 152,492 shares of the company’s stock, valued at approximately $3,370,000. Schwab U.S. Aggregate Bond ETF accounts for about 1.2% of Boyd Wealth Management LLC’s portfolio, making the stock its 15th largest holding.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Rockbridge Investment Management LCC raised its holdings in shares of 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 worth $225,085,000 after purchasing an additional 735,662 shares during the period. Avantax Planning Partners Inc. grew its holdings 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 valued at $179,042,000 after purchasing an additional 263,321 shares during the period. Charles Schwab Trust Co increased its position in Schwab U.S. Aggregate Bond ETF by 2.9% in the second quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after buying an additional 186,945 shares during the last quarter. Envestnet Asset Management Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 5.7% in the second quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after buying an additional 188,635 shares during the last quarter. Finally, Oarsman Capital Inc. increased its position in Schwab U.S. Aggregate Bond ETF by 2,413.9% in the second 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.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of SCHZ opened at $22.23 on Tuesday. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73. The stock’s fifty day moving average price is $22.47 and its two-hundred day moving average price is $22.85.

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.