Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Acquired by Phillips Financial Management LLC

Phillips Financial Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 3.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 23,434 shares of the company’s stock after acquiring an additional 810 shares during the quarter. Phillips Financial Management LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $1,239,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in the company. CCG Wealth Management LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 3.2% in the 2nd quarter. CCG Wealth Management LLC now owns 90,303 shares of the company’s stock valued at $4,786,000 after purchasing an additional 2,800 shares during the period. Cedar Brook Financial Partners LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 46.6% in the 2nd quarter. Cedar Brook Financial Partners LLC now owns 10,042 shares of the company’s stock valued at $532,000 after purchasing an additional 3,192 shares during the period. Evensky & Katz LLC boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.9% in the 2nd quarter. Evensky & Katz LLC now owns 163,448 shares of the company’s stock valued at $8,663,000 after purchasing an additional 4,667 shares during the period. Burt Wealth Advisors boosted its position in shares of Schwab U.S. Aggregate Bond ETF by 2.3% in the 2nd quarter. Burt Wealth Advisors now owns 8,564 shares of the company’s stock valued at $454,000 after purchasing an additional 193 shares during the period. Finally, Ausdal Financial Partners Inc. acquired a new stake in shares of Schwab U.S. Aggregate Bond ETF in the 2nd quarter valued at about $227,000.

Shares of NYSEARCA SCHZ traded down $0.04 during trading hours on Thursday, reaching $53.95. The stock had a trading volume of 3,135 shares, compared to its average volume of 604,180. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $49.47 and a fifty-two week high of $54.21. The firm has a 50-day moving average of $53.22 and a 200-day moving average of $52.08.

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

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