Total Wealth Planning LLC Has $81.02 Million Position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Total Wealth Planning LLC grew its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 113.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,569,169 shares of the company’s stock after purchasing an additional 1,900,153 shares during the period. Schwab U.S. Aggregate Bond ETF comprises about 12.6% of Total Wealth Planning LLC’s investment portfolio, making the stock its biggest position. Total Wealth Planning LLC owned about 2.14% of Schwab U.S. Aggregate Bond ETF worth $81,020,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Archer Investment Corp bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at about $26,000. Hollencrest Capital Management boosted its stake in Schwab U.S. Aggregate Bond ETF by 321.1% in the 2nd quarter. Hollencrest Capital Management now owns 678 shares of the company’s stock valued at $31,000 after buying an additional 517 shares in the last quarter. Sound Income Strategies LLC bought a new stake in Schwab U.S. Aggregate Bond ETF in the third quarter valued at $35,000. Godsey & Gibb Inc. acquired a new position in Schwab U.S. Aggregate Bond ETF during the third quarter worth $36,000. Finally, Bristlecone Advisors LLC bought a new position in shares of Schwab U.S. Aggregate Bond ETF during the third quarter valued at $56,000.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:SCHZ opened at $22.72 on Friday. The company’s fifty day moving average is $22.89 and its 200-day moving average is $23.20. Schwab U.S. Aggregate Bond ETF has a 52 week low of $22.26 and a 52 week high of $24.15.

Schwab U.S. Aggregate Bond ETF 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.