Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Shares Purchased by Wakefield Asset Management LLLP

Wakefield Asset Management LLLP increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 4.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 135,157 shares of the company’s stock after purchasing an additional 5,881 shares during the quarter. Schwab U.S. Aggregate Bond ETF accounts for approximately 2.2% of Wakefield Asset Management LLLP’s investment portfolio, making the stock its 5th largest holding. Wakefield Asset Management LLLP owned 0.08% of Schwab U.S. Aggregate Bond ETF worth $6,160,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Tradition Wealth Management LLC increased its holdings in Schwab U.S. Aggregate Bond ETF by 3.8% in the fourth quarter. Tradition Wealth Management LLC now owns 6,010 shares of the company’s stock valued at $280,000 after buying an additional 219 shares in the last quarter. Simplicity Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 2.5% in the 2nd quarter. Simplicity Wealth LLC now owns 9,112 shares of the company’s stock valued at $415,000 after purchasing an additional 226 shares in the last quarter. Cooper Financial Group raised its holdings in Schwab U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Cooper Financial Group now owns 15,313 shares of the company’s stock worth $704,000 after purchasing an additional 234 shares during the period. Lederer & Associates Investment Counsel CA boosted its position in Schwab U.S. Aggregate Bond ETF by 1.8% during the first quarter. Lederer & Associates Investment Counsel CA now owns 14,157 shares of the company’s stock worth $651,000 after purchasing an additional 247 shares in the last quarter. Finally, Comerica Bank grew its holdings in Schwab U.S. Aggregate Bond ETF by 5.0% in the first quarter. Comerica Bank now owns 5,265 shares of the company’s stock valued at $242,000 after purchasing an additional 250 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Schwab U.S. Aggregate Bond ETF stock opened at $47.48 on Friday. The business has a 50 day simple moving average of $46.54 and a 200-day simple moving average of $45.85. Schwab U.S. Aggregate Bond ETF has a 12 month low of $43.05 and a 12 month high of $47.67.

About Schwab U.S. Aggregate Bond ETF

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.