WealthPLAN Partners LLC Purchases 87,133 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

WealthPLAN Partners LLC raised its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report) by 101.9% in the 4th quarter, Holdings Channel reports. The firm owned 172,673 shares of the company’s stock after buying an additional 87,133 shares during the period. WealthPLAN Partners LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $3,920,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $26,000. Godsey & Gibb Inc. bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at approximately $36,000. Westside Investment Management Inc. increased its stake in Schwab U.S. Aggregate Bond ETF by 100.0% in the fourth quarter. Westside Investment Management Inc. now owns 1,116 shares of the company’s stock valued at $25,000 after purchasing an additional 558 shares in the last quarter. Bristlecone Advisors LLC bought a new stake in shares of Schwab U.S. Aggregate Bond ETF during the third quarter worth $56,000. Finally, Thompson Investment Management Inc. increased its position in shares of Schwab U.S. Aggregate Bond ETF by 2,001.8% during the fourth quarter. Thompson Investment Management Inc. now owns 1,198 shares of the company’s stock worth $27,000 after acquiring an additional 1,141 shares in the last quarter.

Schwab U.S. Aggregate Bond ETF Price Performance

Shares of SCHZ stock opened at $22.89 on Friday. The firm has a fifty day moving average of $22.79 and a 200-day moving average of $23.18. Schwab U.S. Aggregate Bond ETF has a 12-month low of $22.26 and a 12-month high of $24.15.

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.

Featured Articles

Want to see what other hedge funds are holding SCHZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZFree Report).

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

Receive News & Ratings for Schwab U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.