96,648 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ Acquired by Highland Financial Advisors LLC

Highland Financial Advisors LLC purchased a new position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 96,648 shares of the company’s stock, valued at approximately $2,136,000. Schwab U.S. Aggregate Bond ETF accounts for about 0.5% of Highland Financial Advisors LLC’s portfolio, making the stock its 24th biggest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Rockbridge Investment Management LCC raised its stake in 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 in the last quarter. Avantax Planning Partners Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 3.5% during 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 grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% during 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. Envestnet Asset Management Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 5.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 3,483,103 shares of the company’s stock worth $80,564,000 after purchasing an additional 188,635 shares in the last quarter. Finally, Oarsman Capital Inc. grew its position in shares of Schwab U.S. Aggregate Bond ETF by 2,413.9% during the 2nd quarter. Oarsman Capital Inc. now owns 3,355,112 shares of the company’s stock worth $77,604,000 after purchasing an additional 3,221,648 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of SCHZ traded down $0.06 during mid-day trading on Monday, hitting $22.23. 2,225,099 shares of the company’s stock were exchanged, compared to its average volume of 2,291,015. Schwab U.S. Aggregate Bond ETF has a 52 week low of $21.92 and a 52 week high of $23.73. The stock’s 50-day simple moving average is $22.48 and its 200-day simple moving average is $22.86.

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.