Cetera Advisors LLC Grows Stock Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Cetera Advisors LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 572.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 220,245 shares of the company’s stock after buying an additional 187,481 shares during the period. Cetera Advisors LLC owned about 0.13% of Schwab U.S. Aggregate Bond ETF worth $10,131,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. TSA Wealth Managment LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF during the 4th quarter valued at about $18,751,000. Mendel Capital Management LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 5.8% in the 4th quarter. Mendel Capital Management LLC now owns 32,310 shares of the company’s stock valued at $1,506,000 after purchasing an additional 1,760 shares in the last quarter. Total Wealth Planning LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 17.6% in the 4th quarter. Total Wealth Planning LLC now owns 978,356 shares of the company’s stock valued at $45,611,000 after purchasing an additional 146,243 shares in the last quarter. Blue Barn Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 3.3% in the 4th quarter. Blue Barn Wealth LLC now owns 55,375 shares of the company’s stock valued at $2,582,000 after purchasing an additional 1,773 shares in the last quarter. Finally, SageView Advisory Group LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 47.8% in the 4th quarter. SageView Advisory Group LLC now owns 164,866 shares of the company’s stock valued at $7,640,000 after purchasing an additional 53,349 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $47.11 on Friday. Schwab U.S. Aggregate Bond ETF has a twelve month low of $43.05 and a twelve month high of $47.11. The business has a 50-day moving average price of $45.82 and a 200 day moving average price of $45.66.

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.