Schwab U.S. Aggregate Bond ETF $SCHZ Shares Purchased by Pioneer Wealth Management Group

Pioneer Wealth Management Group grew its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 12.5% in the second quarter, HoldingsChannel.com reports. The fund owned 2,249,290 shares of the company’s stock after acquiring an additional 249,489 shares during the quarter. Schwab U.S. Aggregate Bond ETF comprises about 12.6% of Pioneer Wealth Management Group’s investment portfolio, making the stock its 3rd biggest position. Pioneer Wealth Management Group’s holdings in Schwab U.S. Aggregate Bond ETF were worth $52,026,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of SCHZ. JPMorgan Chase & Co. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 3.7% in the fourth quarter. JPMorgan Chase & Co. now owns 12,588,220 shares of the company’s stock worth $294,187,000 after purchasing an additional 451,820 shares during the period. Rockbridge Investment Management LCC lifted its position in 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 worth $225,085,000 after purchasing an additional 735,662 shares during the period. Avantax Planning Partners Inc. grew its stake 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 worth $179,042,000 after buying an additional 263,321 shares in the last quarter. Ameriprise Financial Inc. grew its stake in Schwab U.S. Aggregate Bond ETF by 1.3% during the second quarter. Ameriprise Financial Inc. now owns 7,450,294 shares of the company’s stock worth $173,387,000 after buying an additional 98,660 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. increased its holdings in Schwab U.S. Aggregate Bond ETF by 10.7% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 5,427,583 shares of the company’s stock valued at $127,385,000 after buying an additional 524,573 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.83 on Thursday. The firm has a 50 day moving average of $22.99 and a 200-day moving average of $23.19. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.69 and a 12 month high of $23.73.

Schwab U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

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