Simplicity Wealth LLC Has $2.47 Million Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Simplicity Wealth LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 333.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 105,038 shares of the company’s stock after buying an additional 80,822 shares during the quarter. Simplicity Wealth LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,465,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CVA Family Office LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF by 4.3% during the third quarter. CVA Family Office LLC now owns 102,782 shares of the company’s stock valued at $2,412,000 after acquiring an additional 4,265 shares during the period. Avidian Wealth Enterprises LLC boosted its stake in Schwab U.S. Aggregate Bond ETF by 21.9% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 109,314 shares of the company’s stock worth $2,566,000 after purchasing an additional 19,658 shares during the period. Chicago Partners Investment Group LLC grew its position in Schwab U.S. Aggregate Bond ETF by 34.7% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 45,262 shares of the company’s stock worth $1,072,000 after purchasing an additional 11,660 shares in the last quarter. McAdam LLC grew its position in Schwab U.S. Aggregate Bond ETF by 4.2% during the 3rd quarter. McAdam LLC now owns 1,779,505 shares of the company’s stock worth $41,765,000 after purchasing an additional 72,453 shares in the last quarter. Finally, Merkkuri Wealth Advisors LLC raised its stake in Schwab U.S. Aggregate Bond ETF by 6.7% during the 3rd quarter. Merkkuri Wealth Advisors LLC now owns 48,425 shares of the company’s stock valued at $1,137,000 after purchasing an additional 3,062 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

SCHZ opened at $23.40 on Friday. The stock has a fifty day moving average of $23.43 and a 200-day moving average of $23.37. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.52 and a 12-month high of $23.71.

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.