Retirement Guys Formula LLC Acquires 9,651 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Retirement Guys Formula LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,839 shares of the company’s stock after acquiring an additional 9,651 shares during the period. Retirement Guys Formula LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $450,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in SCHZ. Charles Schwab Trust Co raised its position in shares of Schwab U.S. Aggregate Bond ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock worth $133,903,000 after acquiring an additional 2,998,174 shares in the last quarter. Total Wealth Planning LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 113.8% in the 4th quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock worth $81,020,000 after acquiring an additional 1,900,153 shares in the last quarter. McAdam LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 94.4% in the 4th quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock worth $62,837,000 after acquiring an additional 1,344,215 shares in the last quarter. Hengehold Capital Management LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 109.0% in the 4th quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock worth $47,411,000 after acquiring an additional 1,089,385 shares in the last quarter. Finally, BlueSky Wealth Advisors LLC raised its position in shares of Schwab U.S. Aggregate Bond ETF by 105.0% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock worth $46,343,000 after acquiring an additional 1,045,592 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Stock Down 0.2 %

Shares of Schwab U.S. Aggregate Bond ETF stock opened at $22.78 on Wednesday. Schwab U.S. Aggregate Bond ETF has a one year low of $22.26 and a one year high of $24.15. The business has a 50-day simple moving average of $22.81 and a 200 day simple moving average of $23.19.

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.