WealthPLAN Partners LLC Has $3.92 Million Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

WealthPLAN Partners LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 101.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 172,673 shares of the company’s stock after purchasing an additional 87,133 shares during the period. WealthPLAN Partners LLC owned approximately 0.10% of Schwab U.S. Aggregate Bond ETF worth $3,920,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SCHZ. Charles Schwab Trust Co lifted its holdings in Schwab U.S. Aggregate Bond ETF by 103.4% in the fourth quarter. Charles Schwab Trust Co now owns 5,898,795 shares of the company’s stock valued at $133,903,000 after buying an additional 2,998,174 shares during the period. Total Wealth Planning LLC lifted its holdings in Schwab U.S. Aggregate Bond ETF by 113.8% in the fourth quarter. Total Wealth Planning LLC now owns 3,569,169 shares of the company’s stock valued at $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% in the fourth quarter. McAdam LLC now owns 2,768,143 shares of the company’s stock valued at $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% in the fourth quarter. Hengehold Capital Management LLC now owns 2,088,600 shares of the company’s stock valued at $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% in the fourth quarter. BlueSky Wealth Advisors LLC now owns 2,041,533 shares of the company’s stock valued at $46,343,000 after buying an additional 1,045,592 shares during the period.

Schwab U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA SCHZ opened at $22.89 on Friday. The company’s 50 day simple moving average is $22.79 and its 200 day simple moving average is $23.18. Schwab U.S. Aggregate Bond ETF has a fifty-two week low of $22.26 and a fifty-two week high of $24.15.

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.