Retirement Guys Formula LLC Has $450,000 Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Retirement Guys Formula LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 94.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,839 shares of the company’s stock after acquiring an additional 9,651 shares during the quarter. Retirement Guys Formula LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $450,000 at the end of the most recent reporting period.

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

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

Shares of SCHZ opened at $22.78 on Wednesday. Schwab U.S. Aggregate Bond ETF has a 12 month low of $22.26 and a 12 month high of $24.15. The stock’s 50-day moving average price is $22.81 and its two-hundred day moving average price is $23.19.

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.