Schwab U.S. Aggregate Bond ETF $SCHZ Stock Purchased by Serenity Investment Advisors

Serenity Investment Advisors increased its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 875.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,083,698 shares of the company’s stock after buying an additional 972,548 shares during the period. Schwab U.S. Aggregate Bond ETF accounts for about 11.1% of Serenity Investment Advisors’ holdings, making the stock its 2nd largest holding. Serenity Investment Advisors owned 0.23% of Schwab U.S. Aggregate Bond ETF worth $23,950,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in SCHZ. Vantagepoint Investment Advisers LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at $346,999,000. Rockbridge Investment Management LCC raised its position 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 last quarter. Avantax Planning Partners Inc. boosted its stake in Schwab U.S. Aggregate Bond ETF by 3.5% in the 1st quarter. Avantax Planning Partners Inc. now owns 7,710,661 shares of the company’s stock worth $179,042,000 after purchasing an additional 263,321 shares in the last quarter. Charles Schwab Trust Co boosted its stake in Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Charles Schwab Trust Co now owns 6,601,917 shares of the company’s stock worth $152,702,000 after purchasing an additional 186,945 shares in the last quarter. Finally, Park Avenue Securities LLC purchased a new stake in Schwab U.S. Aggregate Bond ETF during the 3rd quarter valued at about $83,483,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:SCHZ opened at $22.42 on Wednesday. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $21.92 and a fifty-two week high of $23.73. The firm has a 50-day simple moving average of $22.39 and a two-hundred day simple moving average of $22.97.

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.